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 | $53,516-5.1% | $126,539-59.9% | $84,808-40.1% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 19.65% | 58.34%-38.7pp | 425.95%-406.3pp | 40.90%-21.2pp |
| Employer contribution / active EE | $6,363 | $1,535+314.6% | $3,674+73.2% | $2,631+141.8% |
| Participant deferral / active EE | $9,777 | $2,671+266.1% | $4,083+139.5% | $4,212+132.1% |
| Admin fee / account holder | $1,201 | $4,497-73.3% | $6,065-80.2% | $7,344-83.7% |