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 | $79,537 | $51,576+54.2% | $129,207-38.4% | $80,856-1.6% |
| Participation rate | 71.7% | 57.0%+14.8pp | 69.6%+2.1pp | 67.6%+4.1pp |
| Annual return | 15.23% | 20.81%-5.6pp | 9417.33%-9402.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,546 | $1,584-2.4% | $4,153-62.8% | $2,755-43.9% |
| Participant deferral / active EE | $4,297 | $2,669+61.0% | $4,168+3.1% | $4,2960% |
| Admin fee / account holder | $360 | $4,305-91.6% | $7,715-95.3% | $6,918-94.8% |