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 7-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 | $68,705 | $102,317-32.9% | $146,958-53.2% | $80,856-15.0% |
| Participation rate | 91.2% | 75.8%+15.3pp | 82.2%+9.0pp | 67.6%+23.5pp |
| Annual return | 14.09% | 134.76%-120.7pp | 418.34%-404.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $5,002 | $3,713+34.7% | $4,933+1.4% | $2,755+81.6% |
| Participant deferral / active EE | $12,905 | $6,644+94.2% | $8,070+59.9% | $4,296+200.4% |
| Admin fee / account holder | $9,094 | $7,941+14.5% | $12,998-30.0% | $6,918+31.5% |