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 | $32,332 | $107,334-69.9% | $92,893-65.2% | $152,861-78.8% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 13.29% | 145.58%-132.3pp | 109.41%-96.1pp | 345.32%-332.0pp |
| Employer contribution / active EE | $5,196 | $4,221+23.1% | $3,653+42.3% | $4,762+9.1% |
| Participant deferral / active EE | $12,003 | $4,845+147.8% | $4,236+183.3% | $5,850+105.2% |
| Admin fee / account holder | $3,656 | $7,079-48.4% | $5,794-36.9% | $11,596-68.5% |