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 | $77,275 | $89,355-13.5% | $141,162-45.3% | $72,985+5.9% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.5%+14.5pp | 69.5%+27.4pp |
| Annual return | 20.27% | 111.85%-91.6pp | 71.39%-51.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,018 | $3,114-67.3% | $4,735-78.5% | $2,440-58.3% |
| Participant deferral / active EE | $5,039 | $5,418-7.0% | $6,709-24.9% | $3,607+39.7% |
| Admin fee / account holder | $6,320 | $5,958+6.1% | $10,261-38.4% | $5,124+23.3% |