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 | $89,462 | $159,901-44.1% | $146,958-39.1% | $145,922-38.7% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 19.46% | 98.13%-78.7pp | 418.34%-398.9pp | 561.29%-541.8pp |
| Employer contribution / active EE | $1,631 | $5,286-69.1% | $4,933-66.9% | $4,660-65.0% |
| Participant deferral / active EE | $5,997 | $8,428-28.8% | $8,070-25.7% | $6,688-10.3% |
| Admin fee / account holder | $678 | $15,044-95.5% | $12,998-94.8% | $13,397-94.9% |