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 | $61,240 | $52,279+17.1% | $89,391-31.5% | $79,858-23.3% |
| Participation rate | 77.4% | 57.5%+19.8pp | 68.0%+9.4pp | 69.6%+7.7pp |
| Annual return | 15.66% | 22.16%-6.5pp | 245.62%-230.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $3,061 | $1,572+94.8% | $2,586+18.4% | $2,471+23.9% |
| Participant deferral / active EE | $6,245 | $2,740+127.9% | $3,890+60.5% | $3,740+67.0% |
| Admin fee / account holder | $8,614 | $3,356+156.7% | $4,881+76.5% | $5,306+62.3% |