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 | $30,505 | $115,770-73.7% | $101,248-69.9% | $158,922-80.8% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 30.67% | 56.14%-25.5pp | 46.47%-15.8pp | 302.83%-272.2pp |
| Employer contribution / active EE | $8,528 | $4,175+104.3% | $3,660+133.0% | $4,761+79.1% |
| Participant deferral / active EE | $3,743 | $4,957-24.5% | $4,370-14.3% | $5,982-37.4% |
| Admin fee / account holder | $4,098 | $7,245-43.4% | $5,945-31.1% | $11,246-63.6% |