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 | $60,234 | $102,317-41.1% | $146,958-59.0% | $80,856-25.5% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.2%+8.8pp | 67.6%+23.3pp |
| Annual return | 16.91% | 134.76%-117.9pp | 418.34%-401.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,514 | $3,713-32.3% | $4,933-49.0% | $2,755-8.7% |
| Participant deferral / active EE | $5,935 | $6,644-10.7% | $8,070-26.5% | $4,296+38.2% |
| Admin fee / account holder | $4,329 | $7,941-45.5% | $12,998-66.7% | $6,918-37.4% |