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 | $76,124 | $93,571-18.6% | $135,903-44.0% | $75,163+1.3% |
| Participation rate | 91.8% | 75.2%+16.6pp | 81.9%+9.8pp | 67.2%+24.6pp |
| Annual return | 19.11% | 30.90%-11.8pp | 68.23%-49.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,081 | $3,537-41.2% | $4,856-57.1% | $2,670-22.1% |
| Participant deferral / active EE | $10,254 | $6,404+60.1% | $7,758+32.2% | $4,125+148.6% |
| Admin fee / account holder | $11,573 | $6,975+65.9% | $10,762+7.5% | $5,651+104.8% |