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 | $56,625 | $115,770-51.1% | $101,248-44.1% | $158,922-64.4% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 18.06% | 56.14%-38.1pp | 46.47%-28.4pp | 302.83%-284.8pp |
| Employer contribution / active EE | $10,001 | $4,175+139.6% | $3,660+173.3% | $4,761+110.1% |
| Participant deferral / active EE | $2,757 | $4,957-44.4% | $4,370-36.9% | $5,982-53.9% |
| Admin fee / account holder | $2,055 | $7,245-71.6% | $5,945-65.4% | $11,246-81.7% |