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 | $69,349 | $183,519-62.2% | $155,509-55.4% | $145,922-52.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.05% | 61.17%-45.1pp | 64.67%-48.6pp | 561.29%-545.2pp |
| Employer contribution / active EE | $4,207 | $5,313-20.8% | $4,672-10.0% | $4,660-9.7% |
| Participant deferral / active EE | $5,589 | $6,462-13.5% | $5,626-0.7% | $6,688-16.4% |
| Admin fee / account holder | $447 | $19,313-97.7% | $15,912-97.2% | $13,397-96.7% |