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 | $67,006 | $60,124+11.4% | $90,404-25.9% | $79,858-16.1% |
| Participation rate | 92.9% | 65.0%+27.9pp | 72.7%+20.2pp | 69.6%+23.2pp |
| Annual return | 16.96% | 71.94%-55.0pp | 1293.02%-1276.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $3,405 | $2,068+64.7% | $3,262+4.4% | $2,471+37.8% |
| Participant deferral / active EE | $2,234 | $2,938-24.0% | $3,963-43.6% | $3,740-40.3% |
| Admin fee / account holder | $2,527 | $3,976-36.4% | $5,611-55.0% | $5,306-52.4% |