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 | $26,864 | $65,409-58.9% | $98,442-72.7% | $85,850-68.7% |
| Participation rate | 91.7% | 65.0%+26.7pp | 73.3%+18.3pp | 69.3%+22.4pp |
| Annual return | 22.28% | 21.76%+0.5pp | 1492.73%-1470.4pp | 318.53%-296.3pp |
| Employer contribution / active EE | $3,214 | $2,168+48.3% | $2,960+8.6% | $2,565+25.3% |
| Participant deferral / active EE | $6,776 | $3,166+114.0% | $4,276+58.5% | $3,952+71.5% |
| Admin fee / account holder | $1,360 | $4,593-70.4% | $5,949-77.1% | $6,260-78.3% |