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 | $77,536 | $109,982-29.5% | $97,226-20.3% | $145,922-46.9% |
| Participation rate | 89.5% | 75.9%+13.5pp | 72.7%+16.8pp | 80.3%+9.2pp |
| Annual return | 15.50% | 242.90%-227.4pp | 75.13%-59.6pp | 561.29%-545.8pp |
| Employer contribution / active EE | $4,480 | $3,084+45.3% | $2,729+64.2% | $4,660-3.8% |
| Participant deferral / active EE | $8,688 | $4,676+85.8% | $4,264+103.8% | $6,688+29.9% |
| Admin fee / account holder | $1,536 | $6,221-75.3% | $5,654-72.8% | $13,397-88.5% |