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 | $100,045 | $160,055-37.5% | $140,016-28.5% | $135,375-26.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | 475.01% | 911.38%-436.4pp | 651.12%-176.1pp | 519.73%-44.7pp |
| Employer contribution / active EE | $3,693 | $6,420-42.5% | $5,606-34.1% | $4,779-22.7% |
| Participant deferral / active EE | $9,349 | $7,642+22.3% | $6,927+35.0% | $5,609+66.7% |
| Admin fee / account holder | $1,356 | $13,328-89.8% | $10,705-87.3% | $10,827-87.5% |