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 8-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 | $63,332 | $51,576+22.8% | $129,207-51.0% | $80,856-21.7% |
| Participation rate | 72.2% | 57.0%+15.2pp | 69.6%+2.6pp | 67.6%+4.6pp |
| Annual return | 15.37% | 20.81%-5.4pp | 9417.33%-9402.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $5,108 | $1,584+222.5% | $4,153+23.0% | $2,755+85.4% |
| Participant deferral / active EE | $8,679 | $2,669+225.2% | $4,168+108.2% | $4,296+102.0% |
| Admin fee / account holder | $10,629 | $4,305+146.9% | $7,715+37.8% | $6,918+53.7% |