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 | $68,425 | $71,050-3.7% | $93,606-26.9% | $80,856-15.4% |
| Participation rate | 80.5% | 60.4%+20.1pp | 68.7%+11.8pp | 67.6%+12.8pp |
| Annual return | 15.79% | 11.26%+4.5pp | 133.20%-117.4pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,795 | $1,564+78.8% | $2,420+15.5% | $2,755+1.5% |
| Participant deferral / active EE | $6,116 | $4,034+51.6% | $4,411+38.6% | $4,296+42.4% |
| Admin fee / account holder | $4,913 | $6,945-29.3% | $8,285-40.7% | $6,918-29.0% |