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 | $51,182 | $78,422-34.7% | $95,952-46.7% | $79,858-35.9% |
| Participation rate | 88.9% | 73.5%+15.4pp | 77.1%+11.8pp | 69.6%+19.3pp |
| Annual return | 34.00% | 19.37%+14.6pp | 91.61%-57.6pp | 31.71%+2.3pp |
| Employer contribution / active EE | $2,838 | $1,945+45.9% | $2,541+11.7% | $2,471+14.9% |
| Participant deferral / active EE | $8,519 | $3,440+147.7% | $4,167+104.4% | $3,740+127.8% |
| Admin fee / account holder | $475 | $5,622-91.5% | $6,795-93.0% | $5,306-91.0% |