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 8-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 | $60,145 | $96,305-37.5% | $80,569-25.3% | $139,434-56.9% |
| Participation rate | 91.7% | 73.6%+18.0pp | 67.0%+24.7pp | 80.3%+11.3pp |
| Annual return | 11.19% | 1350.08%-1338.9pp | 935.43%-924.2pp | 372.94%-361.8pp |
| Employer contribution / active EE | $2,083 | $3,262-36.1% | $2,723-23.5% | $4,751-56.2% |
| Participant deferral / active EE | $4,481 | $5,232-14.3% | $4,447+0.8% | $6,710-33.2% |
| Admin fee / account holder | $33,291 | $6,599+404.5% | $5,377+519.1% | $11,403+192.0% |