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 | $60,792 | $101,618-40.2% | $93,063-34.7% | $137,256-55.7% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 35.56% | 223.95%-188.4pp | 34.15%+1.4pp | 220.34%-184.8pp |
| Employer contribution / active EE | $7,946 | $2,707+193.5% | $2,476+220.9% | $4,156+91.2% |
| Participant deferral / active EE | $17,292 | $4,279+304.1% | $3,958+336.9% | $6,407+169.9% |
| Admin fee / account holder | $9,039 | $6,198+45.8% | $6,033+49.8% | $12,270-26.3% |