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 | $78,350 | $102,317-23.4% | $146,958-46.7% | $80,856-3.1% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.2%+12.1pp | 67.6%+26.6pp |
| Annual return | 20.97% | 134.76%-113.8pp | 418.34%-397.4pp | 35.59%-14.6pp |
| Employer contribution / active EE | $6,342 | $3,713+70.8% | $4,933+28.6% | $2,755+130.2% |
| Participant deferral / active EE | $12,240 | $6,644+84.2% | $8,070+51.7% | $4,296+184.9% |
| Admin fee / account holder | $6,781 | $7,941-14.6% | $12,998-47.8% | $6,918-2.0% |