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 | $65,092 | $58,694+10.9% | $142,863-54.4% | $85,850-24.2% |
| Participation rate | 90.4% | 58.5%+31.9pp | 71.9%+18.5pp | 69.3%+21.1pp |
| Annual return | 13.31% | 27.72%-14.4pp | 5637.54%-5624.2pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,730 | $1,423+21.6% | $4,144-58.3% | $2,565-32.6% |
| Participant deferral / active EE | $2,954 | $2,607+13.3% | $3,837-23.0% | $3,952-25.2% |
| Admin fee / account holder | $5,001 | $4,239+18.0% | $6,560-23.8% | $6,260-20.1% |