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 6-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 | $32,820 | $96,305-65.9% | $80,569-59.3% | $139,434-76.5% |
| Participation rate | 88.9% | 73.6%+15.3pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 21.85% | 1350.08%-1328.2pp | 935.43%-913.6pp | 372.94%-351.1pp |
| Employer contribution / active EE | $3,400 | $3,262+4.2% | $2,723+24.8% | $4,751-28.4% |
| Participant deferral / active EE | $7,556 | $5,232+44.4% | $4,447+69.9% | $6,710+12.6% |
| Admin fee / account holder | $4,976 | $6,599-24.6% | $5,377-7.5% | $11,403-56.4% |