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 | $34,078 | $74,888-54.5% | $71,209-52.1% | $142,382-76.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 67.39% | 345.14%-277.7pp | 282.51%-215.1pp | 217.08%-149.7pp |
| Employer contribution / active EE | $4,954 | $2,854+73.6% | $2,721+82.1% | $4,299+15.2% |
| Participant deferral / active EE | $7,806 | $4,454+75.2% | $4,175+87.0% | $6,507+20.0% |
| Admin fee / account holder | $3,216 | $5,568-42.3% | $5,349-39.9% | $12,624-74.5% |