See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,805 | $185,822-67.3% | $169,993-64.2% | $139,434-56.4% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 17.96% | 60.50%-42.5pp | 53.37%-35.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $3,248 | $7,590-57.2% | $6,785-52.1% | $4,751-31.6% |
| Participant deferral / active EE | $6,036 | $11,622-48.1% | $10,408-42.0% | $6,710-10.0% |
| Admin fee / account holder | $660 | $15,381-95.7% | $12,815-94.8% | $11,403-94.2% |