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 | $66,807 | $60,124+11.1% | $90,404-26.1% | $79,858-16.3% |
| Participation rate | 88.0% | 65.0%+23.0pp | 72.7%+15.3pp | 69.6%+18.4pp |
| Annual return | 18.67% | 71.94%-53.3pp | 1293.02%-1274.3pp | 31.71%-13.0pp |
| Employer contribution / active EE | $539 | $2,068-74.0% | $3,262-83.5% | $2,471-78.2% |
| Participant deferral / active EE | $12,440 | $2,938+323.4% | $3,963+213.9% | $3,740+232.6% |
| Admin fee / account holder | $5,539 | $3,976+39.3% | $5,611-1.3% | $5,306+4.4% |