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 | $69,005 | $102,317-32.6% | $146,958-53.0% | $80,856-14.7% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.2%+0.3pp | 67.6%+14.9pp |
| Annual return | 12.53% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $7,049 | $3,713+89.8% | $4,933+42.9% | $2,755+155.9% |
| Participant deferral / active EE | $4,608 | $6,644-30.6% | $8,070-42.9% | $4,296+7.3% |
| Admin fee / account holder | $1,702 | $7,941-78.6% | $12,998-86.9% | $6,918-75.4% |