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 8-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 | $70,284 | $102,317-31.3% | $146,958-52.2% | $80,856-13.1% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.2%+2.5pp | 67.6%+17.0pp |
| Annual return | 13.91% | 134.76%-120.9pp | 418.34%-404.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $4,462 | $3,713+20.2% | $4,933-9.6% | $2,755+62.0% |
| Participant deferral / active EE | $6,484 | $6,644-2.4% | $8,070-19.7% | $4,296+50.9% |
| Admin fee / account holder | $2,824 | $7,941-64.4% | $12,998-78.3% | $6,918-59.2% |