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 | $35,841 | $98,750-63.7% | $149,696-76.1% | $79,858-55.1% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.5%+12.4pp | 69.6%+25.2pp |
| Annual return | 150.75% | 27.43%+123.3pp | 276.60%-125.9pp | 31.71%+119.0pp |
| Employer contribution / active EE | $3,132 | $3,216-2.6% | $4,644-32.6% | $2,471+26.8% |
| Participant deferral / active EE | $7,544 | $5,680+32.8% | $6,842+10.3% | $3,740+101.7% |
| Admin fee / account holder | $1,965 | $6,053-67.5% | $9,309-78.9% | $5,306-63.0% |