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 | $54,574 | $88,710-38.5% | $81,783-33.3% | $145,959-62.6% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 18.61% | 1027.26%-1008.6pp | 775.05%-756.4pp | 561.95%-543.3pp |
| Employer contribution / active EE | $13,395 | $3,083+334.4% | $2,913+359.9% | $4,661+187.4% |
| Participant deferral / active EE | $9,983 | $4,645+114.9% | $4,320+131.1% | $6,689+49.3% |
| Admin fee / account holder | $366 | $8,407-95.6% | $7,380-95.0% | $13,398-97.3% |