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 | $61,774+3.2% | $97,226-34.4% | $80,856-21.1% |
| Participation rate | 93.8% | 63.5%+30.2pp | 72.7%+21.1pp | 67.6%+26.1pp |
| Annual return | 50.58% | -557.90%+608.5pp | 75.13%-24.6pp | 35.59%+15.0pp |
| Employer contribution / active EE | $4,753 | $1,837+158.8% | $2,729+74.2% | $2,755+72.5% |
| Participant deferral / active EE | $11,304 | $3,029+273.2% | $4,264+165.1% | $4,296+163.1% |
| Admin fee / account holder | $4,631 | $5,166-10.4% | $5,654-18.1% | $6,918-33.1% |