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 6-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 | $51,754 | $70,756-26.9% | $65,493-21.0% | $142,382-63.7% |
| Participation rate | 94.1% | 77.4%+16.7pp | 73.1%+21.0pp | 80.1%+14.0pp |
| Annual return | 14.69% | 1754.89%-1740.2pp | 982.45%-967.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,958 | $2,881+37.4% | $2,574+53.8% | $4,299-7.9% |
| Participant deferral / active EE | $7,064 | $4,637+52.3% | $3,961+78.3% | $6,507+8.6% |
| Admin fee / account holder | $2,863 | $6,559-56.4% | $5,028-43.1% | $12,624-77.3% |