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 | $78,761 | $63,703+23.6% | $93,063-15.4% | $82,448-4.5% |
| Participation rate | 74.0% | 63.8%+10.2pp | 72.1%+1.9pp | 68.1%+5.9pp |
| Annual return | 19.24% | -775.43%+794.7pp | 34.15%-14.9pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,707 | $1,729+56.6% | $2,476+9.3% | $2,551+6.1% |
| Participant deferral / active EE | $4,113 | $2,919+40.9% | $3,958+3.9% | $4,139-0.6% |
| Admin fee / account holder | $4,728 | $5,982-21.0% | $6,033-21.6% | $7,234-34.6% |