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 | $35,313 | $48,570-27.3% | $130,648-73.0% | $72,985-51.6% |
| Participation rate | 98.9% | 58.6%+40.3pp | 71.7%+27.1pp | 69.5%+29.4pp |
| Annual return | 32.86% | 38.63%-5.8pp | 1708.96%-1676.1pp | 81.00%-48.1pp |
| Employer contribution / active EE | $2,628 | $1,334+97.0% | $4,092-35.8% | $2,440+7.7% |
| Participant deferral / active EE | $2,838 | $2,384+19.0% | $3,603-21.2% | $3,607-21.3% |
| Admin fee / account holder | $1,021 | $3,549-71.2% | $5,464-81.3% | $5,124-80.1% |