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 | $83,508 | $148,534-43.8% | $135,903-38.6% | $139,434-40.1% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 19.58% | 79.19%-59.6pp | 68.23%-48.6pp | 372.94%-353.4pp |
| Employer contribution / active EE | $13,654 | $5,243+160.4% | $4,856+181.2% | $4,751+187.4% |
| Participant deferral / active EE | $6,980 | $8,100-13.8% | $7,758-10.0% | $6,710+4.0% |
| Admin fee / account holder | $6,256 | $12,400-49.5% | $10,762-41.9% | $11,403-45.1% |