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 | $88,296 | $102,317-13.7% | $146,958-39.9% | $80,856+9.2% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 17.54% | 134.76%-117.2pp | 418.34%-400.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,830 | $3,713-23.8% | $4,933-42.6% | $2,755+2.7% |
| Participant deferral / active EE | $9,502 | $6,644+43.0% | $8,070+17.7% | $4,296+121.2% |
| Admin fee / account holder | $5,464 | $7,941-31.2% | $12,998-58.0% | $6,918-21.0% |