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 | $38,393 | $115,770-66.8% | $101,248-62.1% | $158,922-75.8% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 24.64% | 56.14%-31.5pp | 46.47%-21.8pp | 302.83%-278.2pp |
| Employer contribution / active EE | $11,120 | $4,175+166.4% | $3,660+203.9% | $4,761+133.6% |
| Participant deferral / active EE | $9,283 | $4,957+87.3% | $4,370+112.4% | $5,982+55.2% |
| Admin fee / account holder | $2,805 | $7,245-61.3% | $5,945-52.8% | $11,246-75.1% |