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 | $38,302 | $99,957-61.7% | $149,696-74.4% | $73,488-47.9% |
| Participation rate | 76.9% | 75.7%+1.2pp | 82.5%-5.6pp | 70.7%+6.2pp |
| Annual return | 28.10% | 53.87%-25.8pp | 276.60%-248.5pp | 28.51%-0.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $12,256 | $6,073+101.8% | $6,842+79.1% | $3,740+227.7% |
| Admin fee / account holder | $1,509 | $551+174.0% | $9,309-83.8% | $513+194.1% |