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 | $30,061 | $68,346-56.0% | $94,646-68.2% | $75,163-60.0% |
| Participation rate | 96.8% | 76.1%+20.7pp | 80.8%+15.9pp | 67.2%+29.6pp |
| Annual return | 25.42% | 616.93%-591.5pp | 156.71%-131.3pp | 160.62%-135.2pp |
| Employer contribution / active EE | $7,622 | $2,701+182.2% | $3,672+107.6% | $2,670+185.5% |
| Participant deferral / active EE | $8,766 | $6,537+34.1% | $7,418+18.2% | $4,125+112.5% |
| Admin fee / account holder | $4,646 | $5,326-12.8% | $7,231-35.7% | $5,651-17.8% |