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 | $64,066 | $118,849-46.1% | $96,562-33.7% | $167,490-61.7% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 15.79% | 50.49%-34.7pp | 37.78%-22.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,905 | $3,120-38.9% | $2,356-19.2% | $4,837-60.6% |
| Participant deferral / active EE | $8,769 | $4,616+90.0% | $3,849+127.8% | $6,341+38.3% |
| Admin fee / account holder | $404 | $8,065-95.0% | $6,181-93.5% | $12,309-96.7% |