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 | $88,488 | $177,572-50.2% | $154,803-42.8% | $142,382-37.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 21.11% | 65.07%-44.0pp | 58.88%-37.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $6,909 | $4,810+43.6% | $4,305+60.5% | $4,299+60.7% |
| Participant deferral / active EE | $5,317 | $6,272-15.2% | $5,540-4.0% | $6,507-18.3% |
| Admin fee / account holder | $661 | $16,786-96.1% | $14,329-95.4% | $12,624-94.8% |