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 | $69,657 | $99,020-29.7% | $86,590-19.6% | $147,584-52.8% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 29.76% | 1312.34%-1282.6pp | 964.84%-935.1pp | 578.55%-548.8pp |
| Employer contribution / active EE | $10,359 | $3,132+230.7% | $2,839+264.8% | $4,876+112.4% |
| Participant deferral / active EE | $8,542 | $3,972+115.1% | $3,609+136.7% | $5,439+57.1% |
| Admin fee / account holder | $1,674 | $5,710-70.7% | $4,906-65.9% | $10,885-84.6% |