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 | $43,931 | $58,694-25.2% | $142,863-69.2% | $85,850-48.8% |
| Participation rate | 98.8% | 58.5%+40.3pp | 71.9%+26.9pp | 69.3%+29.5pp |
| Annual return | 41.33% | 27.72%+13.6pp | 5637.54%-5596.2pp | 318.53%-277.2pp |
| Employer contribution / active EE | $1,525 | $1,423+7.2% | $4,144-63.2% | $2,565-40.6% |
| Participant deferral / active EE | $1,933 | $2,607-25.9% | $3,837-49.6% | $3,952-51.1% |
| Admin fee / account holder | $593 | $4,239-86.0% | $6,560-91.0% | $6,260-90.5% |