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 | $81,632 | $226,064-63.9% | $182,532-55.3% | $152,861-46.6% |
| Participation rate | 91.3% | 82.5%+8.8pp | 78.0%+13.3pp | 82.4%+8.9pp |
| Annual return | 30.67% | 192.51%-161.8pp | 148.54%-117.9pp | 345.32%-314.6pp |
| Employer contribution / active EE | $1,927 | $4,978-61.3% | $4,076-52.7% | $4,762-59.5% |
| Participant deferral / active EE | $2,264 | $6,368-64.5% | $5,524-59.0% | $5,850-61.3% |
| Admin fee / account holder | $1,515 | $10,703-85.8% | $8,592-82.4% | $11,596-86.9% |