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 | $49,746 | $109,982-54.8% | $97,226-48.8% | $145,922-65.9% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 26.97% | 242.90%-215.9pp | 75.13%-48.2pp | 561.29%-534.3pp |
| Employer contribution / active EE | $1,323 | $3,084-57.1% | $2,729-51.5% | $4,660-71.6% |
| Participant deferral / active EE | $4,177 | $4,676-10.7% | $4,264-2.0% | $6,688-37.5% |
| Admin fee / account holder | $6,749 | $6,221+8.5% | $5,654+19.4% | $13,397-49.6% |