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 | $30,798 | $65,409-52.9% | $98,442-68.7% | $85,850-64.1% |
| Participation rate | 97.1% | 65.0%+32.1pp | 73.3%+23.8pp | 69.3%+27.8pp |
| Annual return | 16.29% | 21.76%-5.5pp | 1492.73%-1476.4pp | 318.53%-302.2pp |
| Employer contribution / active EE | $6,194 | $2,168+185.7% | $2,960+109.3% | $2,565+141.5% |
| Participant deferral / active EE | $4,644 | $3,166+46.7% | $4,276+8.6% | $3,952+17.5% |
| Admin fee / account holder | $1,404 | $4,593-69.4% | $5,949-76.4% | $6,260-77.6% |