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 | $71,187 | $58,208+22.3% | $81,812-13.0% | $80,856-12.0% |
| Participation rate | 90.9% | 63.4%+27.5pp | 72.3%+18.6pp | 67.6%+23.3pp |
| Annual return | 13.98% | 41.66%-27.7pp | 773.79%-759.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,149 | $2,340+34.6% | $2,912+8.1% | $2,755+14.3% |
| Participant deferral / active EE | $9,229 | $3,281+181.3% | $4,319+113.7% | $4,296+114.8% |
| Admin fee / account holder | $4,332 | $4,981-13.0% | $7,386-41.3% | $6,918-37.4% |