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 | $30,864 | $65,376-52.8% | $87,100-64.6% | $65,185-52.7% |
| Participation rate | 97.1% | 75.3%+21.7pp | 76.9%+20.2pp | 70.2%+26.9pp |
| Annual return | 1411.17% | 31.27%+1379.9pp | 28.19%+1383.0pp | 29.38%+1381.8pp |
| Employer contribution / active EE | $14,573 | $1,822+699.7% | $2,521+478.0% | $2,177+569.5% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $6,972 | $520+1241.6% | $7,497-7.0% | $847+723.1% |