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 | $33,603 | $149,040-77.5% | $120,225-72.0% | $137,256-75.5% |
| Participation rate | 95.2% | 75.4%+19.8pp | 69.6%+25.7pp | 80.0%+15.3pp |
| Annual return | 16.44% | 605.68%-589.2pp | 439.23%-422.8pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,071 | $4,350-75.4% | $3,475-69.2% | $4,156-74.2% |
| Participant deferral / active EE | $3,777 | $4,655-18.9% | $3,999-5.6% | $6,407-41.1% |
| Admin fee / account holder | $1,358 | $6,348-78.6% | $5,696-76.2% | $12,270-88.9% |