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 | $57,689 | $99,985-42.3% | $146,665-60.7% | $85,850-32.8% |
| Participation rate | 91.7% | 73.1%+18.6pp | 80.1%+11.6pp | 69.3%+22.4pp |
| Annual return | 15.62% | 18.93%-3.3pp | 22.74%-7.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $3,316 | $2,559+29.6% | $4,136-19.8% | $2,565+29.3% |
| Participant deferral / active EE | $7,156 | $4,006+78.7% | $5,506+30.0% | $3,952+81.1% |
| Admin fee / account holder | $3,236 | $7,702-58.0% | $10,280-68.5% | $6,260-48.3% |