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 | $40,090 | $30,400+31.9% | $53,898-25.6% | $84,808-52.7% |
| Participation rate | 73.1% | 46.4%+26.6pp | 55.0%+18.1pp | 68.3%+4.8pp |
| Annual return | 25.00% | 500.19%-475.2pp | 528.60%-503.6pp | 40.90%-15.9pp |
| Employer contribution / active EE | $1,074 | $603+78.2% | $932+15.2% | $2,631-59.2% |
| Participant deferral / active EE | $3,956 | $1,199+230.1% | $1,826+116.6% | $4,212-6.1% |
| Admin fee / account holder | $2,956 | $1,993+48.3% | $2,491+18.7% | $7,344-59.8% |