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 | $64,150 | $48,230+33.0% | $67,502-5.0% | $80,856-20.7% |
| Participation rate | 70.4% | 66.4%+4.0pp | 72.9%-2.5pp | 67.6%+2.7pp |
| Annual return | 16.31% | 18.28%-2.0pp | 3512.12%-3495.8pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,315 | $2,020+14.6% | $2,731-15.2% | $2,755-16.0% |
| Participant deferral / active EE | $6,835 | $2,924+133.8% | $4,000+70.9% | $4,296+59.1% |
| Admin fee / account holder | $623 | $3,681-83.1% | $3,998-84.4% | $6,918-91.0% |