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 | $27,804 | $99,032-71.9% | $80,019-65.3% | $135,375-79.5% |
| Participation rate | 84.2% | 78.4%+5.9pp | 75.8%+8.4pp | 82.6%+1.6pp |
| Annual return | 264.08% | 15.39%+248.7pp | 11.22%+252.9pp | 519.73%-255.7pp |
| Employer contribution / active EE | $4,984 | $3,043+63.8% | $2,468+101.9% | $4,779+4.3% |
| Participant deferral / active EE | $10,685 | $4,282+149.5% | $3,686+189.9% | $5,609+90.5% |
| Admin fee / account holder | $1,155 | $10,436-88.9% | $6,521-82.3% | $10,827-89.3% |