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 | $92,674 | $105,181-11.9% | $159,436-41.9% | $85,850+7.9% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.8%+16.0pp | 69.3%+29.5pp |
| Annual return | 33.93% | 45.07%-11.1pp | 263.57%-229.6pp | 318.53%-284.6pp |
| Employer contribution / active EE | $4,110 | $3,318+23.9% | $4,829-14.9% | $2,565+60.2% |
| Participant deferral / active EE | $4,083 | $5,945-31.3% | $7,352-44.5% | $3,952+3.3% |
| Admin fee / account holder | $8,130 | $6,933+17.3% | $10,799-24.7% | $6,260+29.9% |