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 8-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 | $61,486 | $96,305-36.2% | $80,569-23.7% | $139,434-55.9% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.5pp |
| Annual return | 20.74% | 1350.08%-1329.3pp | 935.43%-914.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,021 | $3,262-7.4% | $2,723+10.9% | $4,751-36.4% |
| Participant deferral / active EE | $4,565 | $5,232-12.7% | $4,447+2.7% | $6,710-32.0% |
| Admin fee / account holder | $21,276 | $6,599+222.4% | $5,377+295.7% | $11,403+86.6% |