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 8-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 | $79,173 | $102,317-22.6% | $146,958-46.1% | $80,856-2.1% |
| Participation rate | 98.6% | 75.8%+22.7pp | 82.2%+16.4pp | 67.6%+30.9pp |
| Annual return | 19.11% | 134.76%-115.7pp | 418.34%-399.2pp | 35.59%-16.5pp |
| Employer contribution / active EE | $3,118 | $3,713-16.0% | $4,933-36.8% | $2,755+13.2% |
| Participant deferral / active EE | $7,198 | $6,644+8.4% | $8,070-10.8% | $4,296+67.6% |
| Admin fee / account holder | $1,678 | $7,941-78.9% | $12,998-87.1% | $6,918-75.7% |