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 | $63,900 | $99,020-35.5% | $86,590-26.2% | $147,584-56.7% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 15.44% | 1312.34%-1296.9pp | 964.84%-949.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $5,291 | $3,132+68.9% | $2,839+86.3% | $4,876+8.5% |
| Participant deferral / active EE | $3,952 | $3,972-0.5% | $3,609+9.5% | $5,439-27.3% |
| Admin fee / account holder | $4,709 | $5,710-17.5% | $4,906-4.0% | $10,885-56.7% |