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 | $92,820 | $102,317-9.3% | $146,958-36.8% | $80,856+14.8% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.2%+12.0pp | 67.6%+26.5pp |
| Annual return | 17.25% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $5,649 | $3,713+52.1% | $4,933+14.5% | $2,755+105.0% |
| Participant deferral / active EE | $11,592 | $6,644+74.5% | $8,070+43.6% | $4,296+169.8% |
| Admin fee / account holder | $6,084 | $7,941-23.4% | $12,998-53.2% | $6,918-12.1% |