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 | $90,327 | $101,499-11.0% | $147,005-38.6% | $74,546+21.2% |
| Participation rate | 94.2% | 75.5%+18.7pp | 82.2%+12.1pp | 67.2%+27.0pp |
| Annual return | 13.85% | 8732.34%-8718.5pp | 418.76%-404.9pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $2,743 | $3,811-28.0% | $4,934-44.4% | $2,624+4.5% |
| Participant deferral / active EE | $6,615 | $7,304-9.4% | $8,070-18.0% | $4,347+52.1% |
| Admin fee / account holder | $26,087 | $1,748+1392.5% | $13,006+100.6% | $1,944+1242.2% |