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 6-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 | $39,993 | $96,305-58.5% | $80,569-50.4% | $139,434-71.3% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 21.76% | 1350.08%-1328.3pp | 935.43%-913.7pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,003 | $3,262-69.3% | $2,723-63.2% | $4,751-78.9% |
| Participant deferral / active EE | $9,858 | $5,232+88.4% | $4,447+121.7% | $6,710+46.9% |
| Admin fee / account holder | $356 | $6,599-94.6% | $5,377-93.4% | $11,403-96.9% |