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 | $40,184 | $30,400+32.2% | $53,898-25.4% | $84,808-52.6% |
| Participation rate | 76.1% | 46.4%+29.7pp | 55.0%+21.2pp | 68.3%+7.8pp |
| Annual return | 17.36% | 500.19%-482.8pp | 528.60%-511.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,366 | $603+292.5% | $932+153.8% | $2,631-10.1% |
| Participant deferral / active EE | $1,635 | $1,199+36.4% | $1,826-10.5% | $4,212-61.2% |
| Admin fee / account holder | $1,492 | $1,993-25.2% | $2,491-40.1% | $7,344-79.7% |