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 | $90,818 | $102,604-11.5% | $86,188+5.4% | $139,434-34.9% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.0%+23.3pp | 80.3%+12.0pp |
| Annual return | 17.61% | 1922.51%-1904.9pp | 1168.45%-1150.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,967 | $3,032-35.1% | $2,380-17.3% | $4,751-58.6% |
| Participant deferral / active EE | $4,494 | $4,676-3.9% | $3,985+12.8% | $6,710-33.0% |
| Admin fee / account holder | $8,115 | $8,657-6.3% | $6,852+18.4% | $11,403-28.8% |