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 | $41,561 | $111,724-62.8% | $93,606-55.6% | $145,922-71.5% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 14.34% | 202.98%-188.6pp | 133.20%-118.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $7,775 | $3,090+151.6% | $2,420+221.3% | $4,660+66.9% |
| Participant deferral / active EE | $9,373 | $4,912+90.8% | $4,411+112.5% | $6,688+40.2% |
| Admin fee / account holder | $13,293 | $10,250+29.7% | $8,285+60.5% | $13,397-0.8% |