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 | $58,116 | $102,382-43.2% | $147,005-60.5% | $80,874-28.1% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.2%+7.4pp | 67.6%+21.9pp |
| Annual return | 14.63% | 134.89%-120.3pp | 418.76%-404.1pp | 35.62%-21.0pp |
| Employer contribution / active EE | $3,684 | $3,715-0.8% | $4,934-25.3% | $2,756+33.7% |
| Participant deferral / active EE | $7,537 | $6,646+13.4% | $8,070-6.6% | $4,297+75.4% |
| Admin fee / account holder | $12,354 | $7,942+55.5% | $13,006-5.0% | $6,935+78.1% |