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 | $36,889 | $209,832-82.4% | $189,513-80.5% | $167,490-78.0% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 12.93% | 748.27%-735.3pp | 555.15%-542.2pp | 478.56%-465.6pp |
| Employer contribution / active EE | $6,500 | $6,914-6.0% | $6,162+5.5% | $4,837+34.4% |
| Participant deferral / active EE | $3,942 | $8,935-55.9% | $8,221-52.1% | $6,341-37.8% |
| Admin fee / account holder | $4,594 | $14,293-67.9% | $12,045-61.9% | $12,309-62.7% |