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 | $28,959 | $107,334-73.0% | $92,893-68.8% | $152,861-81.1% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 38.44% | 145.58%-107.1pp | 109.41%-71.0pp | 345.32%-306.9pp |
| Employer contribution / active EE | $8,947 | $4,221+112.0% | $3,653+145.0% | $4,762+87.9% |
| Participant deferral / active EE | $9,238 | $4,845+90.7% | $4,236+118.1% | $5,850+57.9% |
| Admin fee / account holder | $561 | $7,079-92.1% | $5,794-90.3% | $11,596-95.2% |