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 | $81,062 | $109,817-26.2% | $98,442-17.7% | $167,490-51.6% |
| Participation rate | 78.6% | 75.8%+2.7pp | 73.3%+5.2pp | 82.1%-3.5pp |
| Annual return | 9.98% | 1956.69%-1946.7pp | 1492.73%-1482.7pp | 478.56%-468.6pp |
| Employer contribution / active EE | $2,725 | $3,224-15.5% | $2,960-7.9% | $4,837-43.7% |
| Participant deferral / active EE | $6,108 | $4,673+30.7% | $4,276+42.8% | $6,341-3.7% |
| Admin fee / account holder | $380 | $6,753-94.4% | $5,949-93.6% | $12,309-96.9% |