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 | $77,823 | $155,788-50.0% | $124,672-37.6% | $167,490-53.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 10.00% | 17.97%-8.0pp | 5142.93%-5132.9pp | 478.56%-468.6pp |
| Employer contribution / active EE | $2,399 | $4,163-42.4% | $3,324-27.8% | $4,837-50.4% |
| Participant deferral / active EE | $8,686 | $5,673+53.1% | $4,614+88.2% | $6,341+37.0% |
| Admin fee / account holder | $14,666 | $9,531+53.9% | $7,493+95.7% | $12,309+19.2% |