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 | $78,867 | $109,327-27.9% | $89,391-11.8% | $158,922-50.4% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 24.92% | 345.68%-320.8pp | 245.62%-220.7pp | 302.83%-277.9pp |
| Employer contribution / active EE | $2,866 | $3,170-9.6% | $2,586+10.9% | $4,761-39.8% |
| Participant deferral / active EE | $13,258 | $4,598+188.3% | $3,890+240.8% | $5,982+121.6% |
| Admin fee / account holder | $551 | $6,153-91.0% | $4,881-88.7% | $11,246-95.1% |