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 | $55,648 | $110,502-49.6% | $80,716-31.1% | $167,490-66.8% |
| Participation rate | 75.0% | 64.0%+11.0pp | 54.2%+20.8pp | 82.1%-7.1pp |
| Annual return | 11.56% | 120.54%-109.0pp | 87.28%-75.7pp | 478.56%-467.0pp |
| Employer contribution / active EE | $1,761 | $1,543+14.1% | $1,160+51.8% | $4,837-63.6% |
| Participant deferral / active EE | $6,763 | $2,871+135.6% | $2,146+215.2% | $6,341+6.6% |
| Admin fee / account holder | $3,082 | $4,545-32.2% | $3,380-8.8% | $12,309-75.0% |