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 | $28,639 | $96,305-70.3% | $80,569-64.5% | $139,434-79.5% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 10.88% | 1350.08%-1339.2pp | 935.43%-924.6pp | 372.94%-362.1pp |
| Employer contribution / active EE | $4,681 | $3,262+43.5% | $2,723+71.9% | $4,751-1.5% |
| Participant deferral / active EE | $9,571 | $5,232+82.9% | $4,447+115.2% | $6,710+42.6% |
| Admin fee / account holder | $2,805 | $6,599-57.5% | $5,377-47.8% | $11,403-75.4% |