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 | $88,376 | $102,616-13.9% | $81,983+7.8% | $158,922-44.4% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.2%+19.6pp | 82.0%+6.9pp |
| Annual return | 13.39% | 61.04%-47.6pp | 41.31%-27.9pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,370 | $3,240-26.9% | $2,498-5.1% | $4,761-50.2% |
| Participant deferral / active EE | $3,586 | $4,648-22.9% | $3,722-3.7% | $5,982-40.1% |
| Admin fee / account holder | $1,385 | $8,235-83.2% | $5,664-75.5% | $11,246-87.7% |