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 | $66,068 | $48,230+37.0% | $67,502-2.1% | $80,856-18.3% |
| Participation rate | 84.0% | 66.4%+17.6pp | 72.9%+11.1pp | 67.6%+16.4pp |
| Annual return | 16.68% | 18.28%-1.6pp | 3512.12%-3495.4pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,070 | $2,020+2.5% | $2,731-24.2% | $2,755-24.9% |
| Participant deferral / active EE | $3,225 | $2,924+10.3% | $4,000-19.4% | $4,296-24.9% |
| Admin fee / account holder | $4,988 | $3,681+35.5% | $3,998+24.8% | $6,918-27.9% |