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 | $59,111 | $65,561-9.8% | $86,188-31.4% | $75,163-21.4% |
| Participation rate | 90.0% | 60.5%+29.5pp | 69.0%+21.0pp | 67.2%+22.8pp |
| Annual return | 18.08% | 46.05%-28.0pp | 1168.45%-1150.4pp | 160.62%-142.5pp |
| Employer contribution / active EE | $3,139 | $1,553+102.2% | $2,380+31.9% | $2,670+17.6% |
| Participant deferral / active EE | $4,082 | $3,024+35.0% | $3,985+2.4% | $4,125-1.1% |
| Admin fee / account holder | $2,000 | $5,474-63.5% | $6,852-70.8% | $5,651-64.6% |