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 | $9,757 | $96,305-89.9% | $80,569-87.9% | $139,434-93.0% |
| Participation rate | 95.5% | 73.6%+21.8pp | 67.0%+28.5pp | 80.3%+15.1pp |
| Annual return | 18.85% | 1350.08%-1331.2pp | 935.43%-916.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,850 | $3,262-43.3% | $2,723-32.1% | $4,751-61.1% |
| Participant deferral / active EE | $2,013 | $5,232-61.5% | $4,447-54.7% | $6,710-70.0% |
| Admin fee / account holder | $704 | $6,599-89.3% | $5,377-86.9% | $11,403-93.8% |