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 | $102,317-47.3% | $146,958-63.3% | $80,856-33.3% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.2%+7.6pp | 67.6%+22.1pp |
| Annual return | 15.67% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $7,044 | $3,713+89.7% | $4,933+42.8% | $2,755+155.7% |
| Participant deferral / active EE | $12,969 | $6,644+95.2% | $8,070+60.7% | $4,296+201.9% |
| Admin fee / account holder | $8,108 | $7,941+2.1% | $12,998-37.6% | $6,918+17.2% |