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 | $22,753 | $85,202-73.3% | $172,739-86.8% | $72,985-68.8% |
| Participation rate | 74.5% | 70.1%+4.4pp | 82.6%-8.1pp | 69.5%+5.0pp |
| Annual return | 27.95% | 27.32%+0.6pp | 802.84%-774.9pp | 81.00%-53.1pp |
| Employer contribution / active EE | $4,168 | $3,324+25.4% | $5,143-19.0% | $2,440+70.8% |
| Participant deferral / active EE | $3,955 | $3,260+21.3% | $5,198-23.9% | $3,607+9.6% |
| Admin fee / account holder | $605 | $5,884-89.7% | $13,954-95.7% | $5,124-88.2% |