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 | $42,655 | $110,502-61.4% | $80,716-47.2% | $167,490-74.5% |
| Participation rate | 81.8% | 64.0%+17.9pp | 54.2%+27.7pp | 82.1%-0.3pp |
| Annual return | 14.43% | 120.54%-106.1pp | 87.28%-72.9pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,889 | $1,543+22.4% | $1,160+62.8% | $4,837-61.0% |
| Participant deferral / active EE | $6,597 | $2,871+129.8% | $2,146+207.5% | $6,341+4.0% |
| Admin fee / account holder | $8,262 | $4,545+81.8% | $3,380+144.5% | $12,309-32.9% |