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 6-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 | $67,138 | $77,314-13.2% | $177,989-62.3% | $80,856-17.0% |
| Participation rate | 83.6% | 65.7%+17.9pp | 77.1%+6.5pp | 67.6%+16.0pp |
| Annual return | 20.11% | 18.09%+2.0pp | 294.48%-274.4pp | 35.59%-15.5pp |
| Employer contribution / active EE | $4,931 | $2,292+115.1% | $3,949+24.9% | $2,755+79.0% |
| Participant deferral / active EE | $14,051 | $4,411+218.6% | $6,276+123.9% | $4,296+227.1% |
| Admin fee / account holder | $32,589 | $7,191+353.2% | $10,363+214.5% | $6,918+371.1% |