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 | $29,921 | $52,279-42.8% | $89,391-66.5% | $79,858-62.5% |
| Participation rate | 96.3% | 57.5%+38.7pp | 68.0%+28.3pp | 69.6%+26.6pp |
| Annual return | 64.31% | 22.16%+42.1pp | 245.62%-181.3pp | 31.71%+32.6pp |
| Employer contribution / active EE | $3,060 | $1,572+94.7% | $2,586+18.3% | $2,471+23.8% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,793 | $3,356-46.6% | $4,881-63.3% | $5,306-66.2% |