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 | $72,042 | $102,966-30.0% | $90,281-20.2% | $152,861-52.9% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 21.06% | 95.16%-74.1pp | 78.10%-57.0pp | 345.32%-324.3pp |
| Employer contribution / active EE | $4,471 | $3,139+42.4% | $2,854+56.6% | $4,762-6.1% |
| Participant deferral / active EE | $8,615 | $4,281+101.2% | $3,885+121.7% | $5,850+47.3% |
| Admin fee / account holder | $1,497 | $6,171-75.7% | $5,351-72.0% | $11,596-87.1% |