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 | $38,992 | $102,317-61.9% | $146,958-73.5% | $80,856-51.8% |
| Participation rate | 81.3% | 75.8%+5.4pp | 82.2%-0.9pp | 67.6%+13.6pp |
| Annual return | 15.24% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $4,850 | $3,713+30.6% | $4,933-1.7% | $2,755+76.0% |
| Participant deferral / active EE | $2,664 | $6,644-59.9% | $8,070-67.0% | $4,296-38.0% |
| Admin fee / account holder | $379 | $7,941-95.2% | $12,998-97.1% | $6,918-94.5% |