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 | $64,380 | $183,519-64.9% | $155,509-58.6% | $145,922-55.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.91% | 61.17%-34.3pp | 64.67%-37.8pp | 561.29%-534.4pp |
| Employer contribution / active EE | $7,185 | $5,313+35.2% | $4,672+53.8% | $4,660+54.2% |
| Participant deferral / active EE | $8,004 | $6,462+23.9% | $5,626+42.3% | $6,688+19.7% |
| Admin fee / account holder | $5,734 | $19,313-70.3% | $15,912-64.0% | $13,397-57.2% |