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 | $79,097 | $102,317-22.7% | $146,958-46.2% | $80,856-2.2% |
| Participation rate | 74.3% | 75.8%-1.5pp | 82.2%-7.9pp | 67.6%+6.6pp |
| Annual return | 29.56% | 134.76%-105.2pp | 418.34%-388.8pp | 35.59%-6.0pp |
| Employer contribution / active EE | $9,887 | $3,713+166.3% | $4,933+100.4% | $2,755+258.9% |
| Participant deferral / active EE | $12,302 | $6,644+85.2% | $8,070+52.4% | $4,296+186.4% |
| Admin fee / account holder | $16,878 | $7,941+112.5% | $12,998+29.9% | $6,918+144.0% |