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 | $84,781 | $115,770-26.8% | $101,248-16.3% | $158,922-46.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 19.06% | 56.14%-37.1pp | 46.47%-27.4pp | 302.83%-283.8pp |
| Employer contribution / active EE | $4,916 | $4,175+17.8% | $3,660+34.3% | $4,761+3.3% |
| Participant deferral / active EE | $2,900 | $4,957-41.5% | $4,370-33.6% | $5,982-51.5% |
| Admin fee / account holder | $1,278 | $7,245-82.4% | $5,945-78.5% | $11,246-88.6% |