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 | $32,557 | $98,750-67.0% | $149,696-78.3% | $79,858-59.2% |
| Participation rate | 97.4% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.8pp |
| Annual return | 63.50% | 27.43%+36.1pp | 276.60%-213.1pp | 31.71%+31.8pp |
| Employer contribution / active EE | $3,284 | $3,216+2.1% | $4,644-29.3% | $2,471+32.9% |
| Participant deferral / active EE | $9,068 | $5,680+59.6% | $6,842+32.5% | $3,740+142.5% |
| Admin fee / account holder | $3,105 | $6,053-48.7% | $9,309-66.6% | $5,306-41.5% |