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 | $30,578 | $100,852-69.7% | $90,404-66.2% | $158,922-80.8% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.7%+22.3pp | 82.0%+13.0pp |
| Annual return | 17.81% | 1724.20%-1706.4pp | 1293.02%-1275.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $3,770 | $3,689+2.2% | $3,262+15.6% | $4,761-20.8% |
| Participant deferral / active EE | $7,071 | $4,348+62.6% | $3,963+78.4% | $5,982+18.2% |
| Admin fee / account holder | $6,196 | $6,501-4.7% | $5,611+10.4% | $11,246-44.9% |