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 | $52,895 | $109,982-51.9% | $97,226-45.6% | $145,922-63.8% |
| Participation rate | 77.3% | 75.9%+1.3pp | 72.7%+4.6pp | 80.3%-3.0pp |
| Annual return | 21.51% | 242.90%-221.4pp | 75.13%-53.6pp | 561.29%-539.8pp |
| Employer contribution / active EE | $4,156 | $3,084+34.8% | $2,729+52.3% | $4,660-10.8% |
| Participant deferral / active EE | $2,267 | $4,676-51.5% | $4,264-46.8% | $6,688-66.1% |
| Admin fee / account holder | $841 | $6,221-86.5% | $5,654-85.1% | $13,397-93.7% |