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 6-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 | $87,379 | $100,773-13.3% | $88,946-1.8% | $142,382-38.6% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 19.33% | 70.18%-50.9pp | 57.82%-38.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,310 | $2,918+13.4% | $2,555+29.5% | $4,299-23.0% |
| Participant deferral / active EE | $8,232 | $5,230+57.4% | $4,581+79.7% | $6,507+26.5% |
| Admin fee / account holder | $401 | $9,693-95.9% | $8,261-95.1% | $12,624-96.8% |