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 | $54,511 | $99,020-44.9% | $86,590-37.0% | $147,584-63.1% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 12.54% | 1312.34%-1299.8pp | 964.84%-952.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,163 | $3,132-62.9% | $2,839-59.1% | $4,876-76.2% |
| Participant deferral / active EE | $4,235 | $3,972+6.6% | $3,609+17.3% | $5,439-22.1% |
| Admin fee / account holder | $22,164 | $5,710+288.1% | $4,906+351.8% | $10,885+103.6% |