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 | $82,481 | $102,317-19.4% | $146,958-43.9% | $80,856+2.0% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.2%+15.3pp | 67.6%+29.9pp |
| Annual return | 14.21% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,945 | $3,713-47.6% | $4,933-60.6% | $2,755-29.4% |
| Participant deferral / active EE | $13,088 | $6,644+97.0% | $8,070+62.2% | $4,296+204.7% |
| Admin fee / account holder | $2,828 | $7,941-64.4% | $12,998-78.2% | $6,918-59.1% |