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 | $23,404 | $105,859-77.9% | $90,160-74.0% | $147,584-84.1% |
| Participation rate | 77.8% | 79.7%-2.0pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 76.83% | 37.63%+39.2pp | 34.88%+42.0pp | 578.55%-501.7pp |
| Employer contribution / active EE | $8,297 | $4,126+101.1% | $3,318+150.1% | $4,876+70.2% |
| Participant deferral / active EE | $9,793 | $5,733+70.8% | $5,288+85.2% | $5,439+80.1% |
| Admin fee / account holder | $430 | $8,046-94.7% | $5,943-92.8% | $10,885-96.1% |