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 | $62,709 | $118,427-47.0% | $66,042-5.0% | $142,382-56.0% |
| Participation rate | 85.7% | 68.1%+17.6pp | 67.5%+18.2pp | 80.1%+5.6pp |
| Annual return | 21.85% | 35.57%-13.7pp | 52.11%-30.3pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,763 | $2,570-31.4% | $1,579+11.6% | $4,299-59.0% |
| Participant deferral / active EE | $4,918 | $4,311+14.1% | $2,835+73.4% | $6,507-24.4% |
| Admin fee / account holder | $352 | $9,593-96.3% | $5,747-93.9% | $12,624-97.2% |