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 6-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 | $86,139 | $102,317-15.8% | $146,958-41.4% | $80,856+6.5% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 19.07% | 134.76%-115.7pp | 418.34%-399.3pp | 35.59%-16.5pp |
| Employer contribution / active EE | $4,649 | $3,713+25.2% | $4,933-5.8% | $2,755+68.7% |
| Participant deferral / active EE | $9,331 | $6,644+40.5% | $8,070+15.6% | $4,296+117.2% |
| Admin fee / account holder | $8,767 | $7,941+10.4% | $12,998-32.6% | $6,918+26.7% |