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 | $129,652 | $88,751+46.1% | $81,812+58.5% | $145,922-11.1% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 11.66% | 1025.40%-1013.7pp | 773.79%-762.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,694 | $3,083-45.1% | $2,912-41.8% | $4,660-63.6% |
| Participant deferral / active EE | $9,851 | $4,643+112.2% | $4,319+128.1% | $6,688+47.3% |
| Admin fee / account holder | $41,163 | $8,415+389.1% | $7,386+457.3% | $13,397+207.3% |