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 | $89,089 | $124,281-28.3% | $109,143-18.4% | $167,490-46.8% |
| Participation rate | 85.0% | 79.4%+5.6pp | 75.9%+9.1pp | 82.1%+2.9pp |
| Annual return | 17.36% | 26.04%-8.7pp | 25.75%-8.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $2,837 | $4,207-32.6% | $3,722-23.8% | $4,837-41.3% |
| Participant deferral / active EE | $7,354 | $5,255+39.9% | $4,653+58.0% | $6,341+16.0% |
| Admin fee / account holder | $1,614 | $7,970-79.7% | $6,752-76.1% | $12,309-86.9% |