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 | $40,962 | $68,346-40.1% | $94,646-56.7% | $75,163-45.5% |
| Participation rate | 98.4% | 76.1%+22.3pp | 80.8%+17.6pp | 67.2%+31.2pp |
| Annual return | 58.74% | 616.93%-558.2pp | 156.71%-98.0pp | 160.62%-101.9pp |
| Employer contribution / active EE | $3,278 | $2,701+21.4% | $3,672-10.7% | $2,670+22.8% |
| Participant deferral / active EE | $6,373 | $6,537-2.5% | $7,418-14.1% | $4,125+54.5% |
| Admin fee / account holder | $1,044 | $5,326-80.4% | $7,231-85.6% | $5,651-81.5% |