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 | $37,764 | $183,963-79.5% | $162,163-76.7% | $152,861-75.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.62% | 150.76%-124.1pp | 115.59%-89.0pp | 345.32%-318.7pp |
| Employer contribution / active EE | $3,158 | $6,371-50.4% | $5,614-43.8% | $4,762-33.7% |
| Participant deferral / active EE | $5,014 | $8,034-37.6% | $7,298-31.3% | $5,850-14.3% |
| Admin fee / account holder | $2,436 | $13,121-81.4% | $10,843-77.5% | $11,596-79.0% |