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 | $57,929 | $115,770-50.0% | $101,248-42.8% | $158,922-63.5% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 20.70% | 56.14%-35.4pp | 46.47%-25.8pp | 302.83%-282.1pp |
| Employer contribution / active EE | $5,635 | $4,175+35.0% | $3,660+54.0% | $4,761+18.3% |
| Participant deferral / active EE | $4,784 | $4,957-3.5% | $4,370+9.5% | $5,982-20.0% |
| Admin fee / account holder | $2,461 | $7,245-66.0% | $5,945-58.6% | $11,246-78.1% |