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 | $65,791 | $109,881-40.1% | $150,045-56.2% | $84,808-22.4% |
| Participation rate | 97.4% | 76.1%+21.3pp | 82.3%+15.0pp | 68.3%+29.1pp |
| Annual return | 26.86% | 28.25%-1.4pp | 62.55%-35.7pp | 40.90%-14.0pp |
| Employer contribution / active EE | $7,802 | $3,561+119.1% | $4,693+66.2% | $2,631+196.5% |
| Participant deferral / active EE | $20,661 | $6,636+211.4% | $7,997+158.4% | $4,212+390.6% |
| Admin fee / account holder | $6,556 | $8,568-23.5% | $13,435-51.2% | $7,344-10.7% |