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 | $92,293 | $209,411-55.9% | $178,490-48.3% | $158,922-41.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 37.72% | 188.75%-151.0pp | 151.07%-113.3pp | 302.83%-265.1pp |
| Employer contribution / active EE | $5,737 | $5,706+0.5% | $5,011+14.5% | $4,761+20.5% |
| Participant deferral / active EE | $8,667 | $5,954+45.6% | $5,202+66.6% | $5,982+44.9% |
| Admin fee / account holder | $893 | $17,074-94.8% | $13,984-93.6% | $11,246-92.1% |