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 | $64,922 | $48,230+34.6% | $67,502-3.8% | $80,856-19.7% |
| Participation rate | 97.7% | 66.4%+31.3pp | 72.9%+24.8pp | 67.6%+30.0pp |
| Annual return | 11.49% | 18.28%-6.8pp | 3512.12%-3500.6pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,326 | $2,020+15.1% | $2,731-14.8% | $2,755-15.6% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $10,059 | $3,681+173.3% | $3,998+151.6% | $6,918+45.4% |