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 | $54,986 | $73,360-25.0% | $177,989-69.1% | $74,495-26.2% |
| Participation rate | 98.1% | 66.6%+31.5pp | 77.1%+21.0pp | 67.2%+30.9pp |
| Annual return | 15.41% | 17.49%-2.1pp | 294.48%-279.1pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $3,612 | $2,216+63.0% | $3,949-8.5% | $2,623+37.7% |
| Participant deferral / active EE | $7,806 | $4,513+72.9% | $6,276+24.4% | $4,346+79.6% |
| Admin fee / account holder | $8,564 | $1,808+373.8% | $10,363-17.4% | $1,942+341.1% |