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 | $54,065 | $99,877-45.9% | $84,966-36.4% | $145,922-62.9% |
| Participation rate | 91.3% | 74.1%+17.2pp | 67.5%+23.8pp | 80.3%+11.0pp |
| Annual return | 13.47% | 83.76%-70.3pp | 66.38%-52.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $4,587 | $3,231+42.0% | $2,727+68.2% | $4,660-1.6% |
| Participant deferral / active EE | $7,255 | $5,291+37.1% | $4,519+60.5% | $6,688+8.5% |
| Admin fee / account holder | $2,546 | $7,248-64.9% | $6,149-58.6% | $13,397-81.0% |