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 | $30,582 | $95,416-67.9% | $185,823-83.5% | $85,850-64.4% |
| Participation rate | 83.3% | 68.8%+14.6pp | 81.7%+1.6pp | 69.3%+14.0pp |
| Annual return | 67.57% | 23.59%+44.0pp | 122.05%-54.5pp | 318.53%-251.0pp |
| Employer contribution / active EE | $3,085 | $3,314-6.9% | $5,167-40.3% | $2,565+20.3% |
| Participant deferral / active EE | $2,695 | $3,423-21.3% | $5,568-51.6% | $3,952-31.8% |
| Admin fee / account holder | $459 | $7,213-93.6% | $16,237-97.2% | $6,260-92.7% |