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 9-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 | $67,293 | $93,373-27.9% | $152,466-55.9% | $85,850-21.6% |
| Participation rate | 85.2% | 70.1%+15.1pp | 78.2%+7.0pp | 69.3%+15.9pp |
| Annual return | 17.15% | 21.84%-4.7pp | 757.33%-740.2pp | 318.53%-301.4pp |
| Employer contribution / active EE | $3,422 | $2,996+14.2% | $4,327-20.9% | $2,565+33.4% |
| Participant deferral / active EE | $4,380 | $4,550-3.7% | $5,820-24.7% | $3,952+10.8% |
| Admin fee / account holder | $1,556 | $13,853-88.8% | $15,805-90.2% | $6,260-75.1% |