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 | $24,092 | $118,680-79.7% | $98,907-75.6% | $158,922-84.8% |
| Participation rate | 92.3% | 77.8%+14.5pp | 76.0%+16.3pp | 82.0%+10.3pp |
| Annual return | 26.22% | 372.35%-346.1pp | 196.43%-170.2pp | 302.83%-276.6pp |
| Employer contribution / active EE | $5,088 | $3,333+52.7% | $2,689+89.2% | $4,761+6.9% |
| Participant deferral / active EE | $6,489 | $5,088+27.5% | $4,244+52.9% | $5,982+8.5% |
| Admin fee / account holder | $1,121 | $10,131-88.9% | $6,642-83.1% | $11,246-90.0% |