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 | $87,356 | $137,414-36.4% | $189,513-53.9% | $85,850+1.8% |
| Participation rate | 98.2% | 84.6%+13.6pp | 87.8%+10.4pp | 69.3%+28.9pp |
| Annual return | 15.39% | 38.14%-22.8pp | 555.15%-539.8pp | 318.53%-303.1pp |
| Employer contribution / active EE | $2,457 | $4,344-43.4% | $6,162-60.1% | $2,565-4.2% |
| Participant deferral / active EE | $6,698 | $6,260+7.0% | $8,221-18.5% | $3,952+69.5% |
| Admin fee / account holder | $7,830 | $8,630-9.3% | $12,045-35.0% | $6,260+25.1% |