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 | $19,006 | $73,515-74.1% | $62,995-69.8% | $147,584-87.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 643.90% | 175.43%+468.5pp | 87.57%+556.3pp | 578.55%+65.3pp |
| Employer contribution / active EE | $2,978 | $3,320-10.3% | $2,759+7.9% | $4,876-38.9% |
| Participant deferral / active EE | $4,620 | $4,185+10.4% | $3,329+38.8% | $5,439-15.0% |
| Admin fee / account holder | $3,692 | $5,953-38.0% | $3,600+2.6% | $10,885-66.1% |