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 | $71,077 | $183,519-61.3% | $155,509-54.3% | $145,922-51.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 12.08% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,434 | $5,313-54.2% | $4,672-47.9% | $4,660-47.8% |
| Participant deferral / active EE | $5,807 | $6,462-10.1% | $5,626+3.2% | $6,688-13.2% |
| Admin fee / account holder | $1,672 | $19,313-91.3% | $15,912-89.5% | $13,397-87.5% |