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 | $39,705 | $66,402-40.2% | $109,895-63.9% | $85,850-53.8% |
| Participation rate | 79.1% | 63.9%+15.2pp | 74.2%+4.8pp | 69.3%+9.8pp |
| Annual return | 20.14% | 19.59%+0.6pp | 29.45%-9.3pp | 318.53%-298.4pp |
| Employer contribution / active EE | $8,367 | $1,687+395.9% | $2,842+194.4% | $2,565+226.2% |
| Participant deferral / active EE | $4,649 | $2,842+63.6% | $4,048+14.9% | $3,952+17.7% |
| Admin fee / account holder | $1,930 | $4,557-57.6% | $6,066-68.2% | $6,260-69.2% |