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 | $79,869 | $65,409+22.1% | $98,442-18.9% | $85,850-7.0% |
| Participation rate | 93.2% | 65.0%+28.2pp | 73.3%+19.8pp | 69.3%+23.9pp |
| Annual return | 16.28% | 21.76%-5.5pp | 1492.73%-1476.4pp | 318.53%-302.2pp |
| Employer contribution / active EE | $3,389 | $2,168+56.3% | $2,960+14.5% | $2,565+32.1% |
| Participant deferral / active EE | $2,420 | $3,166-23.6% | $4,276-43.4% | $3,952-38.8% |
| Admin fee / account holder | $1,225 | $4,593-73.3% | $5,949-79.4% | $6,260-80.4% |