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 | $57,848 | $47,479+21.8% | $62,929-8.1% | $82,448-29.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 14.49% | 20.34%-5.9pp | 1063.93%-1049.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $3,969 | $1,885+110.5% | $2,505+58.5% | $2,551+55.6% |
| Participant deferral / active EE | $10,776 | $2,870+275.4% | $3,888+177.1% | $4,139+160.3% |
| Admin fee / account holder | $9,164 | $3,804+140.9% | $5,065+81.0% | $7,234+26.7% |