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 | $71,519 | $74,888-4.5% | $71,209+0.4% | $142,382-49.8% |
| Participation rate | 95.7% | 76.2%+19.4pp | 73.8%+21.9pp | 80.1%+15.5pp |
| Annual return | 15.99% | 345.14%-329.2pp | 282.51%-266.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,877 | $2,854-34.2% | $2,721-31.0% | $4,299-56.3% |
| Participant deferral / active EE | $5,230 | $4,454+17.4% | $4,175+25.3% | $6,507-19.6% |
| Admin fee / account holder | $14,671 | $5,568+163.5% | $5,349+174.3% | $12,624+16.2% |