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 | $18,935 | $114,047-83.4% | $96,139-80.3% | $167,490-88.7% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 16.35% | 189.88%-173.5pp | 191.94%-175.6pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,100 | $3,427-67.9% | $2,797-60.7% | $4,837-77.3% |
| Participant deferral / active EE | $2,102 | $5,194-59.5% | $4,349-51.7% | $6,341-66.9% |
| Admin fee / account holder | $2,257 | $6,897-67.3% | $5,537-59.2% | $12,309-81.7% |