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 | $65,251 | $159,901-59.2% | $146,958-55.6% | $145,922-55.3% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 15.12% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $5,029 | $5,286-4.9% | $4,933+2.0% | $4,660+7.9% |
| Participant deferral / active EE | $6,662 | $8,428-21.0% | $8,070-17.4% | $6,688-0.4% |
| Admin fee / account holder | $5,017 | $15,044-66.6% | $12,998-61.4% | $13,397-62.5% |