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 | $36,866 | $107,334-65.7% | $92,893-60.3% | $152,861-75.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 303.74% | 145.58%+158.2pp | 109.41%+194.3pp | 345.32%-41.6pp |
| Employer contribution / active EE | $1,007 | $4,221-76.1% | $3,653-72.4% | $4,762-78.9% |
| Participant deferral / active EE | $2,019 | $4,845-58.3% | $4,236-52.3% | $5,850-65.5% |
| Admin fee / account holder | $2,561 | $7,079-63.8% | $5,794-55.8% | $11,596-77.9% |