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 | $83,139 | $78,672+5.7% | $109,143-23.8% | $85,850-3.2% |
| Participation rate | 86.8% | 68.3%+18.5pp | 75.9%+10.9pp | 69.3%+17.5pp |
| Annual return | 20.83% | 25.09%-4.3pp | 25.75%-4.9pp | 318.53%-297.7pp |
| Employer contribution / active EE | $15,479 | $2,735+466.0% | $3,722+315.9% | $2,565+503.4% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,918 | $5,469+8.2% | $6,752-12.4% | $6,260-5.5% |