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 | $46,646 | $183,963-74.6% | $162,163-71.2% | $152,861-69.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 30.22% | 150.76%-120.5pp | 115.59%-85.4pp | 345.32%-315.1pp |
| Employer contribution / active EE | $2,656 | $6,371-58.3% | $5,614-52.7% | $4,762-44.2% |
| Participant deferral / active EE | $6,668 | $8,034-17.0% | $7,298-8.6% | $5,850+14.0% |
| Admin fee / account holder | $4,622 | $13,121-64.8% | $10,843-57.4% | $11,596-60.1% |