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 | $50,769 | $52,353-3.0% | $120,225-57.8% | $82,448-38.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 19.65% | 61.85%-42.2pp | 439.23%-419.6pp | 41.64%-22.0pp |
| Employer contribution / active EE | $6,363 | $1,510+321.4% | $3,475+83.1% | $2,551+149.4% |
| Participant deferral / active EE | $9,777 | $2,627+272.2% | $3,999+144.5% | $4,139+136.2% |
| Admin fee / account holder | $1,201 | $4,363-72.5% | $5,696-78.9% | $7,234-83.4% |