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 | $91,587 | $108,919-15.9% | $100,391-8.8% | $145,922-37.2% |
| Participation rate | 91.7% | 82.9%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 50.22% | 57.88%-7.7pp | 49.20%+1.0pp | 561.29%-511.1pp |
| Employer contribution / active EE | $5,758 | $4,419+30.3% | $3,942+46.1% | $4,660+23.6% |
| Participant deferral / active EE | $17,030 | $8,445+101.7% | $8,082+110.7% | $6,688+154.7% |
| Admin fee / account holder | $348 | $9,689-96.4% | $7,899-95.6% | $13,397-97.4% |