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 | $83,104 | $176,056-52.8% | $159,436-47.9% | $167,490-50.4% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 41.93% | 331.75%-289.8pp | 263.57%-221.6pp | 478.56%-436.6pp |
| Employer contribution / active EE | $5,097 | $5,297-3.8% | $4,829+5.5% | $4,837+5.4% |
| Participant deferral / active EE | $10,434 | $7,750+34.6% | $7,352+41.9% | $6,341+64.5% |
| Admin fee / account holder | $669 | $12,554-94.7% | $10,799-93.8% | $12,309-94.6% |