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 | $30,644 | $108,919-71.9% | $100,391-69.5% | $145,922-79.0% |
| Participation rate | 90.9% | 82.9%+8.0pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 15.97% | 57.88%-41.9pp | 49.20%-33.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,970 | $4,419-32.8% | $3,942-24.7% | $4,660-36.3% |
| Participant deferral / active EE | $9,752 | $8,445+15.5% | $8,082+20.7% | $6,688+45.8% |
| Admin fee / account holder | $310 | $9,689-96.8% | $7,899-96.1% | $13,397-97.7% |