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 8-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 | $43,949 | $88,751-50.5% | $81,812-46.3% | $145,922-69.9% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 18.64% | 1025.40%-1006.8pp | 773.79%-755.2pp | 561.29%-542.6pp |
| Employer contribution / active EE | $4,814 | $3,083+56.1% | $2,912+65.3% | $4,660+3.3% |
| Participant deferral / active EE | $7,085 | $4,643+52.6% | $4,319+64.1% | $6,688+5.9% |
| Admin fee / account holder | $42,394 | $8,415+403.8% | $7,386+474.0% | $13,397+216.4% |