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 9-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 | $44,412 | $74,888-40.7% | $71,209-37.6% | $142,382-68.8% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 17.32% | 345.14%-327.8pp | 282.51%-265.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $4,625 | $2,854+62.0% | $2,721+70.0% | $4,299+7.6% |
| Participant deferral / active EE | $7,917 | $4,454+77.7% | $4,175+89.6% | $6,507+21.7% |
| Admin fee / account holder | $11,201 | $5,568+101.1% | $5,349+109.4% | $12,624-11.3% |