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 | $71,120 | $109,982-35.3% | $97,226-26.9% | $145,922-51.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 13.69% | 242.90%-229.2pp | 75.13%-61.4pp | 561.29%-547.6pp |
| Employer contribution / active EE | $5,924 | $3,084+92.1% | $2,729+117.1% | $4,660+27.1% |
| Participant deferral / active EE | $1,922 | $4,676-58.9% | $4,264-54.9% | $6,688-71.3% |
| Admin fee / account holder | $1,117 | $6,221-82.0% | $5,654-80.2% | $13,397-91.7% |