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 | $41,523 | $57,281-27.5% | $86,612-52.1% | $75,163-44.8% |
| Participation rate | 94.4% | 63.2%+31.2pp | 71.7%+22.7pp | 67.2%+27.3pp |
| Annual return | 16.63% | 2670.75%-2654.1pp | 591.07%-574.4pp | 160.62%-144.0pp |
| Employer contribution / active EE | $4,226 | $2,314+82.6% | $3,022+39.8% | $2,670+58.3% |
| Participant deferral / active EE | $4,507 | $3,318+35.9% | $4,438+1.6% | $4,125+9.3% |
| Admin fee / account holder | $4,284 | $4,112+4.2% | $5,614-23.7% | $5,651-24.2% |