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 | $74,550 | $88,751-16.0% | $81,812-8.9% | $145,922-48.9% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 9.96% | 1025.40%-1015.4pp | 773.79%-763.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $6,534 | $3,083+111.9% | $2,912+124.4% | $4,660+40.2% |
| Participant deferral / active EE | $3,185 | $4,643-31.4% | $4,319-26.2% | $6,688-52.4% |
| Admin fee / account holder | $14,161 | $8,415+68.3% | $7,386+91.7% | $13,397+5.7% |