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 7-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 | $68,990 | $117,841-41.5% | $102,423-32.6% | $145,922-52.7% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 14.51% | 31.65%-17.1pp | 29.32%-14.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $4,310 | $3,615+19.2% | $3,023+42.6% | $4,660-7.5% |
| Participant deferral / active EE | $7,707 | $5,731+34.5% | $5,053+52.5% | $6,688+15.2% |
| Admin fee / account holder | $2,614 | $13,326-80.4% | $9,451-72.3% | $13,397-80.5% |