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 | $69,678 | $57,281+21.6% | $86,612-19.6% | $75,163-7.3% |
| Participation rate | 88.3% | 63.2%+25.1pp | 71.7%+16.6pp | 67.2%+21.1pp |
| Annual return | 21.74% | 2670.75%-2649.0pp | 591.07%-569.3pp | 160.62%-138.9pp |
| Employer contribution / active EE | $3,716 | $2,314+60.5% | $3,022+22.9% | $2,670+39.2% |
| Participant deferral / active EE | $2,655 | $3,318-20.0% | $4,438-40.2% | $4,125-35.6% |
| Admin fee / account holder | $2,538 | $4,112-38.3% | $5,614-54.8% | $5,651-55.1% |