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 | $49,292 | $210,648-76.6% | $177,989-72.3% | $145,922-66.2% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 15.20% | 385.86%-370.7pp | 294.48%-279.3pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,591 | $4,565-65.1% | $3,949-59.7% | $4,660-65.8% |
| Participant deferral / active EE | $3,134 | $6,958-55.0% | $6,276-50.1% | $6,688-53.1% |
| Admin fee / account holder | $560 | $12,013-95.3% | $10,363-94.6% | $13,397-95.8% |