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 | $60,416 | $102,604-41.1% | $86,188-29.9% | $139,434-56.7% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.0%+22.0pp | 80.3%+10.6pp |
| Annual return | 20.75% | 1922.51%-1901.8pp | 1168.45%-1147.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,262 | $3,032-25.4% | $2,380-5.0% | $4,751-52.4% |
| Participant deferral / active EE | $5,444 | $4,676+16.4% | $3,985+36.6% | $6,710-18.9% |
| Admin fee / account holder | $620 | $8,657-92.8% | $6,852-90.9% | $11,403-94.6% |