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 | $74,888 | $91,538-18.2% | $129,995-42.4% | $75,163-0.4% |
| Participation rate | 91.8% | 71.4%+20.4pp | 78.5%+13.4pp | 67.2%+24.6pp |
| Annual return | 14.60% | -631.11%+645.7pp | -137.18%+151.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $4,821 | $2,845+69.4% | $4,320+11.6% | $2,670+80.6% |
| Participant deferral / active EE | $7,079 | $4,341+63.1% | $5,820+21.6% | $4,125+71.6% |
| Admin fee / account holder | $11,574 | $6,790+70.5% | $10,614+9.0% | $5,651+104.8% |