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 9-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 | $63,807 | $39,019+63.5% | $80,716-20.9% | $85,850-25.7% |
| Participation rate | 75.0% | 41.5%+33.5pp | 54.2%+20.8pp | 69.3%+5.7pp |
| Annual return | 15.78% | 26.27%-10.5pp | 87.28%-71.5pp | 318.53%-302.8pp |
| Employer contribution / active EE | $601 | $722-16.7% | $1,160-48.2% | $2,565-76.6% |
| Participant deferral / active EE | $3,992 | $1,326+201.2% | $2,146+86.1% | $3,952+1.0% |
| Admin fee / account holder | $6,941 | $2,431+185.6% | $3,380+105.4% | $6,260+10.9% |