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 7-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 | $51,467 | $98,750-47.9% | $149,696-65.6% | $79,858-35.6% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.5%+14.8pp | 69.6%+27.7pp |
| Annual return | 19.11% | 27.43%-8.3pp | 276.60%-257.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,772 | $3,216-13.8% | $4,644-40.3% | $2,471+12.2% |
| Participant deferral / active EE | $5,584 | $5,680-1.7% | $6,842-18.4% | $3,740+49.3% |
| Admin fee / account holder | $722 | $6,053-88.1% | $9,309-92.2% | $5,306-86.4% |