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 | $77,736 | $105,998-26.7% | $92,233-15.7% | $147,584-47.3% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $8,250 | $4,333+90.4% | $3,679+124.2% | $4,876+69.2% |
| Participant deferral / active EE | $9,901 | $4,478+121.1% | $3,897+154.1% | $5,439+82.0% |
| Admin fee / account holder | $6,624 | $6,332+4.6% | $5,194+27.5% | $10,885-39.1% |