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 | $44,030 | $86,286-49.0% | $111,297-60.4% | $85,850-48.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 128.14% | 19.99%+108.2pp | 54.65%+73.5pp | 318.53%-190.4pp |
| Employer contribution / active EE | $4,639 | $2,043+127.1% | $2,731+69.9% | $2,565+80.9% |
| Participant deferral / active EE | $6,469 | $3,641+77.7% | $4,487+44.2% | $3,952+63.7% |
| Admin fee / account holder | $3,473 | $8,188-57.6% | $7,964-56.4% | $6,260-44.5% |