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 | $64,002 | $72,071-11.2% | $68,368-6.4% | $137,256-53.4% |
| Participation rate | 95.5% | 76.2%+19.2pp | 73.8%+21.7pp | 80.0%+15.5pp |
| Annual return | 23.76% | 353.14%-329.4pp | 292.57%-268.8pp | 220.34%-196.6pp |
| Employer contribution / active EE | $7,298 | $2,788+161.8% | $2,649+175.5% | $4,156+75.6% |
| Participant deferral / active EE | $10,945 | $4,410+148.2% | $4,123+165.5% | $6,407+70.8% |
| Admin fee / account holder | $331 | $5,336-93.8% | $5,150-93.6% | $12,270-97.3% |