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 | $51,595 | $159,901-67.7% | $146,958-64.9% | $145,922-64.6% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 11.00% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,982 | $5,286-43.6% | $4,933-39.5% | $4,660-36.0% |
| Participant deferral / active EE | $6,955 | $8,428-17.5% | $8,070-13.8% | $6,688+4.0% |
| Admin fee / account holder | $6,690 | $15,044-55.5% | $12,998-48.5% | $13,397-50.1% |