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 | $85,780 | $126,574-32.2% | $106,213-19.2% | $145,922-41.2% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 16.33% | 224.79%-208.5pp | 116.14%-99.8pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,899 | $3,730-22.3% | $3,171-8.6% | $4,660-37.8% |
| Participant deferral / active EE | $4,904 | $5,724-14.3% | $5,016-2.2% | $6,688-26.7% |
| Admin fee / account holder | $414 | $17,304-97.6% | $11,033-96.2% | $13,397-96.9% |