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 | $62,976 | $44,960+40.1% | $84,966-25.9% | $74,495-15.5% |
| Participation rate | 78.4% | 49.4%+29.1pp | 67.5%+10.9pp | 67.2%+11.2pp |
| Annual return | 17.99% | 26.24%-8.3pp | 66.38%-48.4pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $2,479 | $1,457+70.1% | $2,727-9.1% | $2,623-5.5% |
| Participant deferral / active EE | $11,026 | $2,731+303.8% | $4,519+144.0% | $4,346+153.7% |
| Admin fee / account holder | $5,072 | $2,209+129.6% | $6,149-17.5% | $1,942+161.2% |