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 | $59,427 | $210,648-71.8% | $177,989-66.6% | $145,922-59.3% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 15.18% | 385.86%-370.7pp | 294.48%-279.3pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,671 | $4,565-41.5% | $3,949-32.3% | $4,660-42.7% |
| Participant deferral / active EE | $3,655 | $6,958-47.5% | $6,276-41.8% | $6,688-45.3% |
| Admin fee / account holder | $332 | $12,013-97.2% | $10,363-96.8% | $13,397-97.5% |