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 | $67,357 | $202,432-66.7% | $169,368-60.2% | $139,434-51.7% |
| Participation rate | 84.6% | 81.1%+3.5pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 16.67% | 531.74%-515.1pp | 405.60%-388.9pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,652 | $4,692-43.5% | $4,013-33.9% | $4,751-44.2% |
| Participant deferral / active EE | $11,139 | $6,938+60.6% | $6,221+79.0% | $6,710+66.0% |
| Admin fee / account holder | $514 | $10,708-95.2% | $9,003-94.3% | $11,403-95.5% |