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 | $59,264 | $60,124-1.4% | $90,404-34.4% | $79,858-25.8% |
| Participation rate | 89.1% | 65.0%+24.1pp | 72.7%+16.4pp | 69.6%+19.5pp |
| Annual return | 24.65% | 71.94%-47.3pp | 1293.02%-1268.4pp | 31.71%-7.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,622 | $2,938+57.3% | $3,963+16.6% | $3,740+23.6% |
| Admin fee / account holder | $2,194 | $3,976-44.8% | $5,611-60.9% | $5,306-58.6% |