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 | $55,227 | $175,202-68.5% | $149,673-63.1% | $139,434-60.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 16.31% | 166.71%-150.4pp | 134.42%-118.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,212 | $5,474-59.6% | $4,818-54.1% | $4,751-53.4% |
| Participant deferral / active EE | $5,834 | $6,519-10.5% | $5,680+2.7% | $6,710-13.1% |
| Admin fee / account holder | $308 | $16,150-98.1% | $13,210-97.7% | $11,403-97.3% |