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 8-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 | $30,226 | $89,355-66.2% | $141,162-78.6% | $72,985-58.6% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.5%+10.6pp | 69.5%+23.6pp |
| Annual return | 45.12% | 111.85%-66.7pp | 71.39%-26.3pp | 81.00%-35.9pp |
| Employer contribution / active EE | $6,208 | $3,114+99.3% | $4,735+31.1% | $2,440+154.4% |
| Participant deferral / active EE | $16,261 | $5,418+200.1% | $6,709+142.4% | $3,607+350.8% |
| Admin fee / account holder | $755 | $5,958-87.3% | $10,261-92.6% | $5,124-85.3% |