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 | $75,701 | $85,202-11.2% | $172,739-56.2% | $72,985+3.7% |
| Participation rate | 75.0% | 70.1%+4.9pp | 82.6%-7.6pp | 69.5%+5.5pp |
| Annual return | 20.28% | 27.32%-7.0pp | 802.84%-782.6pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,648 | $3,324-20.4% | $5,143-48.5% | $2,440+8.5% |
| Participant deferral / active EE | $2,933 | $3,260-10.0% | $5,198-43.6% | $3,607-18.7% |
| Admin fee / account holder | $12,131 | $5,884+106.2% | $13,954-13.1% | $5,124+136.7% |