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 | $33,757 | $61,774-45.4% | $97,226-65.3% | $80,856-58.3% |
| Participation rate | 86.2% | 63.5%+22.7pp | 72.7%+13.5pp | 67.6%+18.6pp |
| Annual return | 12.55% | -557.90%+570.5pp | 75.13%-62.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,755 | $1,837+104.5% | $2,729+37.6% | $2,755+36.3% |
| Participant deferral / active EE | $6,585 | $3,029+117.4% | $4,264+54.4% | $4,296+53.3% |
| Admin fee / account holder | $4,899 | $5,166-5.2% | $5,654-13.3% | $6,918-29.2% |