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 | $63,804 | $102,317-37.6% | $146,958-56.6% | $80,856-21.1% |
| Participation rate | 85.0% | 75.8%+9.2pp | 82.2%+2.8pp | 67.6%+17.4pp |
| Annual return | 17.38% | 134.76%-117.4pp | 418.34%-401.0pp | 35.59%-18.2pp |
| Employer contribution / active EE | $4,801 | $3,713+29.3% | $4,933-2.7% | $2,755+74.3% |
| Participant deferral / active EE | $13,257 | $6,644+99.5% | $8,070+64.3% | $4,296+208.6% |
| Admin fee / account holder | $7,601 | $7,941-4.3% | $12,998-41.5% | $6,918+9.9% |