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 | $15,731 | $97,757-83.9% | $83,848-81.2% | $135,375-88.4% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | 12.75% | 1287.37%-1274.6pp | 850.88%-838.1pp | 519.73%-507.0pp |
| Employer contribution / active EE | $6,358 | $4,222+50.6% | $3,631+75.1% | $4,779+33.0% |
| Participant deferral / active EE | $5,881 | $4,682+25.6% | $4,082+44.1% | $5,609+4.9% |
| Admin fee / account holder | $2,610 | $6,674-60.9% | $5,478-52.4% | $10,827-75.9% |