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 | $53,907 | $102,382-47.3% | $147,005-63.3% | $80,874-33.3% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.2%+7.5pp | 67.6%+22.1pp |
| Annual return | 15.67% | 134.89%-119.2pp | 418.76%-403.1pp | 35.62%-19.9pp |
| Employer contribution / active EE | $7,044 | $3,715+89.6% | $4,934+42.8% | $2,756+155.6% |
| Participant deferral / active EE | $12,969 | $6,646+95.1% | $8,070+60.7% | $4,297+201.8% |
| Admin fee / account holder | $8,108 | $7,942+2.1% | $13,006-37.7% | $6,935+16.9% |