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 7-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 | $49,764 | $96,305-48.3% | $80,569-38.2% | $139,434-64.3% |
| Participation rate | 94.4% | 73.6%+20.8pp | 67.0%+27.4pp | 80.3%+14.1pp |
| Annual return | 64.74% | 1350.08%-1285.3pp | 935.43%-870.7pp | 372.94%-308.2pp |
| Employer contribution / active EE | $775 | $3,262-76.3% | $2,723-71.6% | $4,751-83.7% |
| Participant deferral / active EE | $7,953 | $5,232+52.0% | $4,447+78.8% | $6,710+18.5% |
| Admin fee / account holder | $1,111 | $6,599-83.2% | $5,377-79.3% | $11,403-90.3% |