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 | $56,633 | $89,753-36.9% | $107,525-47.3% | $84,808-33.2% |
| Participation rate | 94.4% | 68.1%+26.4pp | 75.1%+19.4pp | 68.3%+26.1pp |
| Annual return | 21.68% | 29.48%-7.8pp | 181.32%-159.6pp | 40.90%-19.2pp |
| Employer contribution / active EE | $8,540 | $3,113+174.3% | $3,754+127.5% | $2,631+224.6% |
| Participant deferral / active EE | $4,871 | $4,056+20.1% | $5,116-4.8% | $4,212+15.7% |
| Admin fee / account holder | $1,572 | $7,222-78.2% | $8,919-82.4% | $7,344-78.6% |