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 | $63,521 | $144,119-55.9% | $117,854-46.1% | $147,584-57.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 34.50% | 531.15%-496.6pp | 335.08%-300.6pp | 578.55%-544.0pp |
| Employer contribution / active EE | $1,293 | $4,896-73.6% | $3,786-65.9% | $4,876-73.5% |
| Participant deferral / active EE | $2,250 | $5,316-57.7% | $4,482-49.8% | $5,439-58.6% |
| Admin fee / account holder | $709 | $10,886-93.5% | $8,020-91.2% | $10,885-93.5% |