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 | $102,382-23.5% | $147,005-46.7% | $80,874-3.1% |
| Participation rate | 94.3% | 75.8%+18.4pp | 82.2%+12.1pp | 67.6%+26.6pp |
| Annual return | 20.97% | 134.89%-113.9pp | 418.76%-397.8pp | 35.62%-14.6pp |
| Employer contribution / active EE | $6,342 | $3,715+70.7% | $4,934+28.5% | $2,756+130.1% |
| Participant deferral / active EE | $12,240 | $6,646+84.2% | $8,070+51.7% | $4,297+184.9% |
| Admin fee / account holder | $6,781 | $7,942-14.6% | $13,006-47.9% | $6,935-2.2% |