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 | $49,374 | $52,353-5.7% | $120,225-58.9% | $82,448-40.1% |
| Participation rate | 90.2% | 58.3%+31.9pp | 69.6%+20.6pp | 68.1%+22.1pp |
| Annual return | 17.15% | 61.85%-44.7pp | 439.23%-422.1pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,880 | $1,510+24.5% | $3,475-45.9% | $2,551-26.3% |
| Participant deferral / active EE | $3,496 | $2,627+33.1% | $3,999-12.6% | $4,139-15.5% |
| Admin fee / account holder | $4,177 | $4,363-4.3% | $5,696-26.7% | $7,234-42.3% |