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 | $45,569 | $148,534-69.3% | $135,903-66.5% | $139,434-67.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 31.95% | 79.19%-47.2pp | 68.23%-36.3pp | 372.94%-341.0pp |
| Employer contribution / active EE | $3,712 | $5,243-29.2% | $4,856-23.6% | $4,751-21.9% |
| Participant deferral / active EE | $8,922 | $8,100+10.1% | $7,758+15.0% | $6,710+33.0% |
| Admin fee / account holder | $333 | $12,400-97.3% | $10,762-96.9% | $11,403-97.1% |