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 | $51,971 | $63,861-18.6% | $104,607-50.3% | $79,858-34.9% |
| Participation rate | 97.1% | 64.9%+32.2pp | 74.1%+23.1pp | 69.6%+27.5pp |
| Annual return | 18.25% | 21.30%-3.1pp | 340.46%-322.2pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,900 | $1,588+19.6% | $2,681-29.1% | $2,471-23.1% |
| Participant deferral / active EE | $6,168 | $2,693+129.0% | $3,740+64.9% | $3,740+64.9% |
| Admin fee / account holder | $756 | $4,185-81.9% | $6,473-88.3% | $5,306-85.8% |