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 | $67,507 | $101,317-33.4% | $146,958-54.1% | $74,495-9.4% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.2%+13.0pp | 67.2%+28.0pp |
| Annual return | 22.94% | 8730.91%-8708.0pp | 418.34%-395.4pp | 1364.94%-1342.0pp |
| Employer contribution / active EE | $6,960 | $3,810+82.7% | $4,933+41.1% | $2,623+165.4% |
| Participant deferral / active EE | $14,541 | $7,303+99.1% | $8,070+80.2% | $4,346+234.6% |
| Admin fee / account holder | $5,994 | $1,739+244.7% | $12,998-53.9% | $1,942+208.7% |