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 | $78,173 | $102,317-23.6% | $146,958-46.8% | $80,856-3.3% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 22.52% | 134.76%-112.2pp | 418.34%-395.8pp | 35.59%-13.1pp |
| Employer contribution / active EE | $5,245 | $3,713+41.3% | $4,933+6.3% | $2,755+90.4% |
| Participant deferral / active EE | $16,790 | $6,644+152.7% | $8,070+108.1% | $4,296+290.8% |
| Admin fee / account holder | $5,919 | $7,941-25.5% | $12,998-54.5% | $6,918-14.4% |