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 8-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 | $35,651 | $97,757-63.5% | $83,848-57.5% | $135,375-73.7% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | 16.66% | 1287.37%-1270.7pp | 850.88%-834.2pp | 519.73%-503.1pp |
| Employer contribution / active EE | $5,992 | $4,222+41.9% | $3,631+65.0% | $4,779+25.4% |
| Participant deferral / active EE | $8,985 | $4,682+91.9% | $4,082+120.1% | $5,609+60.2% |
| Admin fee / account holder | $476 | $6,674-92.9% | $5,478-91.3% | $10,827-95.6% |