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 | $65,964 | $72,277-8.7% | $101,248-34.8% | $79,858-17.4% |
| Participation rate | 98.2% | 68.5%+29.7pp | 75.8%+22.4pp | 69.6%+28.5pp |
| Annual return | 44.70% | 22.30%+22.4pp | 46.47%-1.8pp | 31.71%+13.0pp |
| Employer contribution / active EE | $14,147 | $2,692+425.6% | $3,660+286.6% | $2,471+472.6% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $784 | $4,400-82.2% | $5,945-86.8% | $5,306-85.2% |