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 | $83,827 | $53,822+55.7% | $75,696+10.7% | $85,850-2.4% |
| Participation rate | 97.7% | 69.1%+28.7pp | 74.8%+22.9pp | 69.3%+28.4pp |
| Annual return | 16.78% | 24.54%-7.8pp | 104.53%-87.8pp | 318.53%-301.8pp |
| Employer contribution / active EE | $3,326 | $2,017+64.9% | $2,743+21.3% | $2,565+29.7% |
| Participant deferral / active EE | $1,851 | $2,895-36.0% | $3,821-51.6% | $3,952-53.1% |
| Admin fee / account holder | $447 | $3,343-86.6% | $3,619-87.6% | $6,260-92.9% |