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 6-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 | $60,792 | $104,974-42.1% | $95,585-36.4% | $142,382-57.3% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 35.56% | 210.33%-174.8pp | 38.56%-3.0pp | 217.08%-181.5pp |
| Employer contribution / active EE | $7,946 | $2,779+186.0% | $2,527+214.5% | $4,299+84.8% |
| Participant deferral / active EE | $17,292 | $4,352+297.3% | $4,023+329.9% | $6,507+165.7% |
| Admin fee / account holder | $9,039 | $6,386+41.5% | $6,127+47.5% | $12,624-28.4% |