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 | $37,923 | $104,907-63.9% | $84,611-55.2% | $152,861-75.2% |
| Participation rate | 94.7% | 74.8%+19.9pp | 68.2%+26.5pp | 82.4%+12.3pp |
| Annual return | 23.20% | 373.79%-350.6pp | 258.74%-235.5pp | 345.32%-322.1pp |
| Employer contribution / active EE | $3,436 | $3,302+4.1% | $2,652+29.6% | $4,762-27.8% |
| Participant deferral / active EE | $7,435 | $4,688+58.6% | $3,899+90.7% | $5,850+27.1% |
| Admin fee / account holder | $1,614 | $6,241-74.1% | $4,912-67.1% | $11,596-86.1% |