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 | $60,185 | $183,963-67.3% | $162,163-62.9% | $152,861-60.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.61% | 150.76%-127.2pp | 115.59%-92.0pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,629 | $6,371-74.4% | $5,614-71.0% | $4,762-65.8% |
| Participant deferral / active EE | $3,045 | $8,034-62.1% | $7,298-58.3% | $5,850-48.0% |
| Admin fee / account holder | $991 | $13,121-92.5% | $10,843-90.9% | $11,596-91.5% |