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 7-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 | $86,102 | $158,398-45.6% | $126,539-32.0% | $142,382-39.5% |
| Participation rate | 90.9% | 75.8%+15.1pp | 69.8%+21.1pp | 80.1%+10.8pp |
| Annual return | 17.13% | 593.76%-576.6pp | 425.95%-408.8pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,077 | $4,650-33.8% | $3,674-16.3% | $4,299-28.4% |
| Participant deferral / active EE | $9,007 | $4,767+89.0% | $4,083+120.6% | $6,507+38.4% |
| Admin fee / account holder | $6,171 | $6,918-10.8% | $6,065+1.8% | $12,624-51.1% |