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 6-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 | $102,293 | $183,519-44.3% | $155,509-34.2% | $145,922-29.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 9.27% | 61.17%-51.9pp | 64.67%-55.4pp | 561.29%-552.0pp |
| Employer contribution / active EE | $4,010 | $5,313-24.5% | $4,672-14.2% | $4,660-13.9% |
| Participant deferral / active EE | $9,454 | $6,462+46.3% | $5,626+68.0% | $6,688+41.4% |
| Admin fee / account holder | $878 | $19,313-95.5% | $15,912-94.5% | $13,397-93.4% |