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 | $75,657 | $58,208+30.0% | $81,812-7.5% | $80,856-6.4% |
| Participation rate | 87.7% | 63.4%+24.3pp | 72.3%+15.4pp | 67.6%+20.1pp |
| Annual return | 13.67% | 41.66%-28.0pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,758 | $2,340+60.6% | $2,912+29.0% | $2,755+36.4% |
| Participant deferral / active EE | $3,053 | $3,281-7.0% | $4,319-29.3% | $4,296-28.9% |
| Admin fee / account holder | $4,479 | $4,981-10.1% | $7,386-39.4% | $6,918-35.3% |