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 | $132,771 | $55,706+138.3% | $75,886+75.0% | $72,985+81.9% |
| Participation rate | 81.5% | 61.1%+20.4pp | 69.3%+12.2pp | 69.5%+12.0pp |
| Annual return | 18.55% | 27.59%-9.0pp | 30.76%-12.2pp | 81.00%-62.5pp |
| Employer contribution / active EE | $564 | $1,687-66.6% | $2,500-77.4% | $2,440-76.9% |
| Participant deferral / active EE | $4,633 | $2,634+75.9% | $3,603+28.6% | $3,607+28.4% |
| Admin fee / account holder | $29,234 | $3,978+634.8% | $5,418+439.5% | $5,124+470.5% |