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 8-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 | $124,955 | $99,877+25.1% | $84,966+47.1% | $145,922-14.4% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 13.80% | 83.76%-70.0pp | 66.38%-52.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,264 | $3,231-29.9% | $2,727-17.0% | $4,660-51.4% |
| Participant deferral / active EE | $8,172 | $5,291+54.5% | $4,519+80.8% | $6,688+22.2% |
| Admin fee / account holder | $1,336 | $7,248-81.6% | $6,149-78.3% | $13,397-90.0% |