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 8-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 | $51,133 | $47,479+7.7% | $62,929-18.7% | $82,448-38.0% |
| Participation rate | 98.1% | 66.9%+31.2pp | 73.1%+25.0pp | 68.1%+30.0pp |
| Annual return | 16.30% | 20.34%-4.0pp | 1063.93%-1047.6pp | 41.64%-25.3pp |
| Employer contribution / active EE | $5,525 | $1,885+193.1% | $2,505+120.6% | $2,551+116.6% |
| Participant deferral / active EE | $4,733 | $2,870+64.9% | $3,888+21.7% | $4,139+14.4% |
| Admin fee / account holder | $5,039 | $3,804+32.5% | $5,065-0.5% | $7,234-30.4% |