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 | $64,634 | $51,576+25.3% | $129,207-50.0% | $80,856-20.1% |
| Participation rate | 87.8% | 57.0%+30.8pp | 69.6%+18.2pp | 67.6%+20.1pp |
| Annual return | 14.26% | 20.81%-6.5pp | 9417.33%-9403.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,290 | $1,584+44.6% | $4,153-44.9% | $2,755-16.9% |
| Participant deferral / active EE | $4,281 | $2,669+60.4% | $4,168+2.7% | $4,296-0.3% |
| Admin fee / account holder | $5,920 | $4,305+37.5% | $7,715-23.3% | $6,918-14.4% |