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 | $41,362 | $102,317-59.6% | $146,958-71.9% | $80,856-48.8% |
| Participation rate | 87.9% | 75.8%+12.0pp | 82.2%+5.7pp | 67.6%+20.2pp |
| Annual return | 37.98% | 134.76%-96.8pp | 418.34%-380.4pp | 35.59%+2.4pp |
| Employer contribution / active EE | $5,296 | $3,713+42.6% | $4,933+7.4% | $2,755+92.2% |
| Participant deferral / active EE | $7,179 | $6,644+8.1% | $8,070-11.0% | $4,296+67.1% |
| Admin fee / account holder | $10,304 | $7,941+29.7% | $12,998-20.7% | $6,918+48.9% |