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 | $65,407 | $99,957-34.6% | $149,696-56.3% | $73,488-11.0% |
| Participation rate | 99.0% | 75.7%+23.3pp | 82.5%+16.6pp | 70.7%+28.4pp |
| Annual return | 16.92% | 53.87%-37.0pp | 276.60%-259.7pp | 28.51%-11.6pp |
| Employer contribution / active EE | $3,298 | $3,191+3.3% | $4,644-29.0% | $2,270+45.3% |
| Participant deferral / active EE | $7,989 | $6,073+31.6% | $6,842+16.8% | $3,740+113.6% |
| Admin fee / account holder | $2,019 | $551+266.6% | $9,309-78.3% | $513+293.5% |