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 | $59,188 | $117,841-49.8% | $102,423-42.2% | $145,922-59.4% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 15.04% | 31.65%-16.6pp | 29.32%-14.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,954 | $3,615-46.0% | $3,023-35.4% | $4,660-58.1% |
| Participant deferral / active EE | $7,950 | $5,731+38.7% | $5,053+57.3% | $6,688+18.9% |
| Admin fee / account holder | $1,010 | $13,326-92.4% | $9,451-89.3% | $13,397-92.5% |