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 | $52,482 | $102,317-48.7% | $146,958-64.3% | $80,856-35.1% |
| Participation rate | 80.3% | 75.8%+4.4pp | 82.2%-1.9pp | 67.6%+12.6pp |
| Annual return | 18.01% | 134.76%-116.7pp | 418.34%-400.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $5,255 | $3,713+41.5% | $4,933+6.5% | $2,755+90.8% |
| Participant deferral / active EE | $9,318 | $6,644+40.3% | $8,070+15.5% | $4,296+116.9% |
| Admin fee / account holder | $10,150 | $7,941+27.8% | $12,998-21.9% | $6,918+46.7% |