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 | $68,347 | $79,449-14.0% | $189,557-63.9% | $85,850-20.4% |
| Participation rate | 83.9% | 66.0%+17.9pp | 78.4%+5.4pp | 69.3%+14.6pp |
| Annual return | 13.03% | 18.45%-5.4pp | 64.17%-51.1pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,978 | $2,081+43.1% | $4,412-32.5% | $2,565+16.1% |
| Participant deferral / active EE | $7,511 | $4,051+85.4% | $6,174+21.7% | $3,952+90.1% |
| Admin fee / account holder | $746 | $5,377-86.1% | $9,807-92.4% | $6,260-88.1% |