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 7-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 | $85,131 | $102,317-16.8% | $146,958-42.1% | $80,856+5.3% |
| Participation rate | 80.2% | 75.8%+4.4pp | 82.2%-1.9pp | 67.6%+12.6pp |
| Annual return | 21.85% | 134.76%-112.9pp | 418.34%-396.5pp | 35.59%-13.7pp |
| Employer contribution / active EE | $3,182 | $3,713-14.3% | $4,933-35.5% | $2,755+15.5% |
| Participant deferral / active EE | $13,800 | $6,644+107.7% | $8,070+71.0% | $4,296+221.2% |
| Admin fee / account holder | $3,289 | $7,941-58.6% | $12,998-74.7% | $6,918-52.5% |