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 | $69,913 | $88,751-21.2% | $81,812-14.5% | $145,922-52.1% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.3%+12.3pp | 80.3%+4.3pp |
| Annual return | 13.18% | 1025.40%-1012.2pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $5,790 | $3,083+87.8% | $2,912+98.8% | $4,660+24.3% |
| Participant deferral / active EE | $4,867 | $4,643+4.8% | $4,319+12.7% | $6,688-27.2% |
| Admin fee / account holder | $562 | $8,415-93.3% | $7,386-92.4% | $13,397-95.8% |