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 | $41,286 | $98,750-58.2% | $149,696-72.4% | $79,858-48.3% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.4pp |
| Annual return | 46.55% | 27.43%+19.1pp | 276.60%-230.1pp | 31.71%+14.8pp |
| Employer contribution / active EE | $4,797 | $3,216+49.1% | $4,644+3.3% | $2,471+94.2% |
| Participant deferral / active EE | $5,078 | $5,680-10.6% | $6,842-25.8% | $3,740+35.8% |
| Admin fee / account holder | $1,734 | $6,053-71.4% | $9,309-81.4% | $5,306-67.3% |