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 | $73,968 | $91,190-18.9% | $178,490-58.6% | $79,858-7.4% |
| Participation rate | 78.3% | 69.2%+9.1pp | 81.9%-3.7pp | 69.6%+8.6pp |
| Annual return | 19.21% | 24.19%-5.0pp | 151.07%-131.9pp | 31.71%-12.5pp |
| Employer contribution / active EE | $4,179 | $3,256+28.4% | $5,011-16.6% | $2,471+69.1% |
| Participant deferral / active EE | $8,400 | $3,236+159.6% | $5,202+61.5% | $3,740+124.6% |
| Admin fee / account holder | $10,586 | $6,751+56.8% | $13,984-24.3% | $5,306+99.5% |