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 | $81,571 | $70,756+15.3% | $65,493+24.5% | $142,382-42.7% |
| Participation rate | 88.9% | 77.4%+11.5pp | 73.1%+15.8pp | 80.1%+8.8pp |
| Annual return | 18.87% | 1754.89%-1736.0pp | 982.45%-963.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,049 | $2,881+5.9% | $2,574+18.4% | $4,299-29.1% |
| Participant deferral / active EE | $6,953 | $4,637+49.9% | $3,961+75.5% | $6,507+6.9% |
| Admin fee / account holder | $553 | $6,559-91.6% | $5,028-89.0% | $12,624-95.6% |