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 | $59,904 | $102,317-41.5% | $146,958-59.2% | $80,856-25.9% |
| Participation rate | 87.4% | 75.8%+11.5pp | 82.2%+5.2pp | 67.6%+19.7pp |
| Annual return | 17.56% | 134.76%-117.2pp | 418.34%-400.8pp | 35.59%-18.0pp |
| Employer contribution / active EE | $5,542 | $3,713+49.2% | $4,933+12.3% | $2,755+101.2% |
| Participant deferral / active EE | $11,467 | $6,644+72.6% | $8,070+42.1% | $4,296+166.9% |
| Admin fee / account holder | $4,406 | $7,941-44.5% | $12,998-66.1% | $6,918-36.3% |