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 8-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 | $53,036 | $159,901-66.8% | $146,958-63.9% | $145,922-63.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 12.93% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $3,219 | $5,286-39.1% | $4,933-34.7% | $4,660-30.9% |
| Participant deferral / active EE | $9,178 | $8,428+8.9% | $8,070+13.7% | $6,688+37.2% |
| Admin fee / account holder | $5,077 | $15,044-66.2% | $12,998-60.9% | $13,397-62.1% |