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 | $69,669 | $89,753-22.4% | $107,525-35.2% | $84,808-17.9% |
| Participation rate | 90.8% | 68.1%+22.7pp | 75.1%+15.7pp | 68.3%+22.5pp |
| Annual return | 24.92% | 29.48%-4.6pp | 181.32%-156.4pp | 40.90%-16.0pp |
| Employer contribution / active EE | $3,429 | $3,113+10.1% | $3,754-8.6% | $2,631+30.3% |
| Participant deferral / active EE | $8,465 | $4,056+108.7% | $5,116+65.5% | $4,212+101.0% |
| Admin fee / account holder | $3,959 | $7,222-45.2% | $8,919-55.6% | $7,344-46.1% |