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 | $60,002 | $102,966-41.7% | $90,281-33.5% | $152,861-60.7% |
| Participation rate | 85.0% | 75.9%+9.1pp | 73.3%+11.7pp | 82.4%+2.6pp |
| Annual return | 24.70% | 95.16%-70.5pp | 78.10%-53.4pp | 345.32%-320.6pp |
| Employer contribution / active EE | $3,123 | $3,139-0.5% | $2,854+9.4% | $4,762-34.4% |
| Participant deferral / active EE | $5,802 | $4,281+35.5% | $3,885+49.3% | $5,850-0.8% |
| Admin fee / account holder | $4,277 | $6,171-30.7% | $5,351-20.1% | $11,596-63.1% |