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 | $37,459 | $90,600-58.7% | $79,464-52.9% | $135,375-72.3% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | 281.24% | 977.43%-696.2pp | 718.14%-436.9pp | 519.73%-238.5pp |
| Employer contribution / active EE | $4,290 | $3,068+39.8% | $2,800+53.2% | $4,779-10.2% |
| Participant deferral / active EE | $13,854 | $4,050+242.1% | $3,704+274.1% | $5,609+147.0% |
| Admin fee / account holder | $62,993 | $5,907+966.5% | $5,113+1132.0% | $10,827+481.8% |