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 | $76,794 | $108,919-29.5% | $100,391-23.5% | $145,922-47.4% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 18.83% | 57.88%-39.1pp | 49.20%-30.4pp | 561.29%-542.5pp |
| Employer contribution / active EE | $4,343 | $4,419-1.7% | $3,942+10.2% | $4,660-6.8% |
| Participant deferral / active EE | $11,785 | $8,445+39.6% | $8,082+45.8% | $6,688+76.2% |
| Admin fee / account holder | $3,052 | $9,689-68.5% | $7,899-61.4% | $13,397-77.2% |