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 6-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 | $62,245 | $83,902-25.8% | $167,512-62.8% | $84,808-26.6% |
| Participation rate | 93.3% | 66.5%+26.9pp | 77.1%+16.3pp | 68.3%+25.0pp |
| Annual return | 19.18% | 91.55%-72.4pp | 1615.79%-1596.6pp | 40.90%-21.7pp |
| Employer contribution / active EE | $4,861 | $2,264+114.7% | $3,882+25.2% | $2,631+84.8% |
| Participant deferral / active EE | $7,857 | $4,442+76.9% | $6,405+22.7% | $4,212+86.6% |
| Admin fee / account holder | $4,465 | $7,915-43.6% | $9,769-54.3% | $7,344-39.2% |