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 | $16,001 | $102,966-84.5% | $90,281-82.3% | $152,861-89.5% |
| Participation rate | 95.2% | 75.9%+19.4pp | 73.3%+22.0pp | 82.4%+12.8pp |
| Annual return | 232.29% | 95.16%+137.1pp | 78.10%+154.2pp | 345.32%-113.0pp |
| Employer contribution / active EE | $1,572 | $3,139-49.9% | $2,854-44.9% | $4,762-67.0% |
| Participant deferral / active EE | $8,371 | $4,281+95.5% | $3,885+115.4% | $5,850+43.1% |
| Admin fee / account holder | $986 | $6,171-84.0% | $5,351-81.6% | $11,596-91.5% |