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 6-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 | $58,116 | $102,317-43.2% | $146,958-60.5% | $80,856-28.1% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.2%+7.4pp | 67.6%+21.9pp |
| Annual return | 14.63% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,684 | $3,713-0.8% | $4,933-25.3% | $2,755+33.7% |
| Participant deferral / active EE | $7,537 | $6,644+13.5% | $8,070-6.6% | $4,296+75.5% |
| Admin fee / account holder | $12,354 | $7,941+55.6% | $12,998-5.0% | $6,918+78.6% |