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 | $62,740 | $61,605+1.8% | $112,229-44.1% | $75,163-16.5% |
| Participation rate | 96.0% | 61.7%+34.3pp | 72.4%+23.6pp | 67.2%+28.8pp |
| Annual return | 66.59% | 28.47%+38.1pp | 30.20%+36.4pp | 160.62%-94.0pp |
| Employer contribution / active EE | $2,101 | $2,015+4.2% | $3,430-38.8% | $2,670-21.3% |
| Participant deferral / active EE | $5,853 | $3,108+88.3% | $4,798+22.0% | $4,125+41.9% |
| Admin fee / account holder | $1,172 | $4,862-75.9% | $7,748-84.9% | $5,651-79.3% |