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 | $22,060 | $64,348-65.7% | $90,160-75.5% | $70,131-68.5% |
| Participation rate | 81.5% | 70.4%+11.0pp | 76.9%+4.6pp | 69.5%+11.9pp |
| Annual return | 180.24% | 28.13%+152.1pp | 34.88%+145.4pp | 73.14%+107.1pp |
| Employer contribution / active EE | $2,739 | $2,046+33.9% | $3,318-17.5% | $2,342+16.9% |
| Participant deferral / active EE | $7,044 | $4,389+60.5% | $5,288+33.2% | $3,332+111.4% |
| Admin fee / account holder | $524 | $3,944-86.7% | $5,943-91.2% | $4,645-88.7% |