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 | $105,560 | $176,056-40.0% | $159,436-33.8% | $167,490-37.0% |
| Participation rate | 93.8% | 84.9%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 13.56% | 331.75%-318.2pp | 263.57%-250.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $17,389 | $5,297+228.3% | $4,829+260.1% | $4,837+259.5% |
| Participant deferral / active EE | $7,683 | $7,750-0.9% | $7,352+4.5% | $6,341+21.2% |
| Admin fee / account holder | $5,918 | $12,554-52.9% | $10,799-45.2% | $12,309-51.9% |