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 | $55,565 | $74,888-25.8% | $71,209-22.0% | $142,382-61.0% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 19.61% | 345.14%-325.5pp | 282.51%-262.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $4,225 | $2,854+48.0% | $2,721+55.3% | $4,299-1.7% |
| Participant deferral / active EE | $9,490 | $4,454+113.0% | $4,175+127.3% | $6,507+45.8% |
| Admin fee / account holder | $328 | $5,568-94.1% | $5,349-93.9% | $12,624-97.4% |