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 | $84,896 | $99,877-15.0% | $84,966-0.1% | $145,922-41.8% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 18.34% | 83.76%-65.4pp | 66.38%-48.0pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,685 | $3,231-47.9% | $2,727-38.2% | $4,660-63.8% |
| Participant deferral / active EE | $3,034 | $5,291-42.6% | $4,519-32.9% | $6,688-54.6% |
| Admin fee / account holder | $16,715 | $7,248+130.6% | $6,149+171.8% | $13,397+24.8% |