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 | $72,240 | $109,359-33.9% | $162,163-55.5% | $72,985-1.0% |
| Participation rate | 80.4% | 84.3%-3.9pp | 87.6%-7.2pp | 69.5%+10.9pp |
| Annual return | 26.50% | 25.46%+1.0pp | 115.59%-89.1pp | 81.00%-54.5pp |
| Employer contribution / active EE | $6,656 | $3,907+70.3% | $5,614+18.6% | $2,440+172.8% |
| Participant deferral / active EE | $13,861 | $5,481+152.9% | $7,298+89.9% | $3,607+284.2% |
| Admin fee / account holder | $5,791 | $7,972-27.4% | $10,843-46.6% | $5,124+13.0% |