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 | $45,901 | $104,486-56.1% | $76,817-40.2% | $152,861-70.0% |
| Participation rate | 94.4% | 76.6%+17.9pp | 72.1%+22.4pp | 82.4%+12.0pp |
| Annual return | 22.09% | 1013.37%-991.3pp | 1166.11%-1144.0pp | 345.32%-323.2pp |
| Employer contribution / active EE | $7,509 | $3,116+141.0% | $2,302+226.2% | $4,762+57.7% |
| Participant deferral / active EE | $7,776 | $4,236+83.6% | $3,336+133.1% | $5,850+32.9% |
| Admin fee / account holder | $977 | $12,275-92.0% | $6,420-84.8% | $11,596-91.6% |