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 | $53,800 | $109,817-51.0% | $98,442-45.3% | $167,490-67.9% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 24.51% | 1956.69%-1932.2pp | 1492.73%-1468.2pp | 478.56%-454.0pp |
| Employer contribution / active EE | $6,380 | $3,224+97.9% | $2,960+115.6% | $4,837+31.9% |
| Participant deferral / active EE | $8,510 | $4,673+82.1% | $4,276+99.0% | $6,341+34.2% |
| Admin fee / account holder | $8,513 | $6,753+26.1% | $5,949+43.1% | $12,309-30.8% |