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 | $45,523 | $102,966-55.8% | $90,281-49.6% | $152,861-70.2% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.4%+12.6pp |
| Annual return | 55.85% | 95.16%-39.3pp | 78.10%-22.2pp | 345.32%-289.5pp |
| Employer contribution / active EE | $5,078 | $3,139+61.8% | $2,854+77.9% | $4,762+6.6% |
| Participant deferral / active EE | $7,130 | $4,281+66.5% | $3,885+83.5% | $5,850+21.9% |
| Admin fee / account holder | $1,864 | $6,171-69.8% | $5,351-65.2% | $11,596-83.9% |