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 | $65,659 | $156,846-58.1% | $121,098-45.8% | $139,434-52.9% |
| Participation rate | 90.9% | 76.4%+14.5pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 15.65% | 1474.56%-1458.9pp | 985.75%-970.1pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,942 | $5,536-46.9% | $4,164-29.3% | $4,751-38.1% |
| Participant deferral / active EE | $9,699 | $4,844+100.2% | $4,080+137.7% | $6,710+44.5% |
| Admin fee / account holder | $8,398 | $6,946+20.9% | $5,644+48.8% | $11,403-26.3% |