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 | $62,170 | $56,053+10.9% | $75,972-18.2% | $80,856-23.1% |
| Participation rate | 97.4% | 62.0%+35.4pp | 69.1%+28.4pp | 67.6%+29.8pp |
| Annual return | 18.03% | 20.53%-2.5pp | 359.55%-341.5pp | 35.59%-17.6pp |
| Employer contribution / active EE | $2,516 | $1,874+34.2% | $2,685-6.3% | $2,755-8.7% |
| Participant deferral / active EE | $8,234 | $3,052+169.8% | $4,255+93.5% | $4,296+91.7% |
| Admin fee / account holder | $867 | $5,234-83.4% | $6,467-86.6% | $6,918-87.5% |