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 | $68,238 | $210,648-67.6% | $177,989-61.7% | $145,922-53.2% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 9.28% | 385.86%-376.6pp | 294.48%-285.2pp | 561.29%-552.0pp |
| Employer contribution / active EE | $3,153 | $4,565-30.9% | $3,949-20.1% | $4,660-32.3% |
| Participant deferral / active EE | $6,750 | $6,958-3.0% | $6,276+7.5% | $6,688+0.9% |
| Admin fee / account holder | $1,402 | $12,013-88.3% | $10,363-86.5% | $13,397-89.5% |