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 | $56,036 | $73,515-23.8% | $62,995-11.0% | $147,584-62.0% |
| Participation rate | 95.7% | 77.9%+17.8pp | 74.8%+20.8pp | 82.8%+12.8pp |
| Annual return | 11.74% | 175.43%-163.7pp | 87.57%-75.8pp | 578.55%-566.8pp |
| Employer contribution / active EE | $2,747 | $3,320-17.3% | $2,759-0.4% | $4,876-43.7% |
| Participant deferral / active EE | $6,771 | $4,185+61.8% | $3,329+103.4% | $5,439+24.5% |
| Admin fee / account holder | $617 | $5,953-89.6% | $3,600-82.9% | $10,885-94.3% |