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 | $90,767 | $99,020-8.3% | $86,590+4.8% | $147,584-38.5% |
| Participation rate | 90.5% | 76.3%+14.1pp | 73.5%+16.9pp | 82.8%+7.6pp |
| Annual return | 22.41% | 1312.34%-1289.9pp | 964.84%-942.4pp | 578.55%-556.1pp |
| Employer contribution / active EE | $2,988 | $3,132-4.6% | $2,839+5.3% | $4,876-38.7% |
| Participant deferral / active EE | $6,911 | $3,972+74.0% | $3,609+91.5% | $5,439+27.1% |
| Admin fee / account holder | $1,815 | $5,710-68.2% | $4,906-63.0% | $10,885-83.3% |