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 | $36,188 | $57,281-36.8% | $86,612-58.2% | $75,163-51.9% |
| Participation rate | 97.4% | 63.2%+34.2pp | 71.7%+25.7pp | 67.2%+30.2pp |
| Annual return | 22.22% | 2670.75%-2648.5pp | 591.07%-568.8pp | 160.62%-138.4pp |
| Employer contribution / active EE | $4,822 | $2,314+108.3% | $3,022+59.5% | $2,670+80.6% |
| Participant deferral / active EE | $9,108 | $3,318+174.5% | $4,438+105.2% | $4,125+120.8% |
| Admin fee / account holder | $640 | $4,112-84.4% | $5,614-88.6% | $5,651-88.7% |