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 | $29,252 | $81,625-64.2% | $58,482-50.0% | $139,434-79.0% |
| Participation rate | 85.7% | 61.3%+24.4pp | 50.9%+34.9pp | 80.3%+5.4pp |
| Annual return | 12.59% | 7404.20%-7391.6pp | 4239.32%-4226.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,741 | $1,398+24.5% | $1,053+65.3% | $4,751-63.4% |
| Participant deferral / active EE | $4,998 | $2,557+95.5% | $1,924+159.8% | $6,710-25.5% |
| Admin fee / account holder | $10,714 | $3,265+228.1% | $2,516+325.9% | $11,403-6.0% |