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 | $29,304 | $95,416-69.3% | $185,823-84.2% | $85,850-65.9% |
| Participation rate | 95.1% | 68.8%+26.4pp | 81.7%+13.4pp | 69.3%+25.8pp |
| Annual return | 18.47% | 23.59%-5.1pp | 122.05%-103.6pp | 318.53%-300.1pp |
| Employer contribution / active EE | $7,437 | $3,314+124.4% | $5,167+43.9% | $2,565+189.9% |
| Participant deferral / active EE | $6,554 | $3,423+91.4% | $5,568+17.7% | $3,952+65.9% |
| Admin fee / account holder | $4,843 | $7,213-32.9% | $16,237-70.2% | $6,260-22.6% |