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 | $50,819 | $107,334-52.7% | $92,893-45.3% | $152,861-66.8% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 52.16% | 145.58%-93.4pp | 109.41%-57.3pp | 345.32%-293.2pp |
| Employer contribution / active EE | $2,029 | $4,221-51.9% | $3,653-44.5% | $4,762-57.4% |
| Participant deferral / active EE | $9,589 | $4,845+97.9% | $4,236+126.4% | $5,850+63.9% |
| Admin fee / account holder | $311 | $7,079-95.6% | $5,794-94.6% | $11,596-97.3% |