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 5-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 | $63,773 | $61,789+3.2% | $97,167-34.4% | $80,874-21.1% |
| Participation rate | 93.8% | 63.5%+30.3pp | 72.7%+21.1pp | 67.6%+26.1pp |
| Annual return | 50.58% | -557.90%+608.5pp | 75.27%-24.7pp | 35.62%+15.0pp |
| Employer contribution / active EE | $4,753 | $1,837+158.8% | $2,729+74.2% | $2,756+72.5% |
| Participant deferral / active EE | $11,304 | $3,028+273.3% | $4,264+165.1% | $4,297+163.1% |
| Admin fee / account holder | $4,631 | $5,168-10.4% | $5,650-18.0% | $6,935-33.2% |