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 | $81,313 | $102,616-20.8% | $81,983-0.8% | $158,922-48.8% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.2%+16.5pp | 82.0%+3.8pp |
| Annual return | 19.96% | 61.04%-41.1pp | 41.31%-21.3pp | 302.83%-282.9pp |
| Employer contribution / active EE | $3,404 | $3,240+5.1% | $2,498+36.3% | $4,761-28.5% |
| Participant deferral / active EE | $12,661 | $4,648+172.4% | $3,722+240.2% | $5,982+111.7% |
| Admin fee / account holder | $831 | $8,235-89.9% | $5,664-85.3% | $11,246-92.6% |