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 | $63,930 | $106,515-40.0% | $96,683-33.9% | $139,434-54.2% |
| Participation rate | 94.1% | 77.8%+16.3pp | 74.3%+19.8pp | 80.3%+13.8pp |
| Annual return | 15.00% | 38.43%-23.4pp | 35.69%-20.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $8,812 | $4,103+114.8% | $3,737+135.8% | $4,751+85.5% |
| Participant deferral / active EE | $5,313 | $5,454-2.6% | $4,878+8.9% | $6,710-20.8% |
| Admin fee / account holder | $2,444 | $7,877-69.0% | $6,730-63.7% | $11,403-78.6% |