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 | $75,384 | $48,795+54.5% | $65,493+15.1% | $84,808-11.1% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 16.34% | 20.20%-3.9pp | 982.45%-966.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,522 | $1,930+82.5% | $2,574+36.8% | $2,631+33.9% |
| Participant deferral / active EE | $7,886 | $2,928+169.3% | $3,961+99.1% | $4,212+87.2% |
| Admin fee / account holder | $1,064 | $3,877-72.6% | $5,028-78.8% | $7,344-85.5% |