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 8-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 | $62,307 | $77,899-20.0% | $149,673-58.4% | $75,163-17.1% |
| Participation rate | 96.0% | 65.6%+30.4pp | 78.8%+17.2pp | 67.2%+28.8pp |
| Annual return | 20.08% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $8,703 | $3,137+177.4% | $4,818+80.6% | $2,670+226.0% |
| Participant deferral / active EE | $9,061 | $3,411+165.6% | $5,680+59.5% | $4,125+119.7% |
| Admin fee / account holder | $635 | $5,956-89.3% | $13,210-95.2% | $5,651-88.8% |