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 | $159,934-59.2% | $147,005-55.6% | $145,959-55.3% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 15.12% | 98.24%-83.1pp | 418.76%-403.6pp | 561.95%-546.8pp |
| Employer contribution / active EE | $5,029 | $5,287-4.9% | $4,934+1.9% | $4,661+7.9% |
| Participant deferral / active EE | $6,662 | $8,427-20.9% | $8,070-17.4% | $6,689-0.4% |
| Admin fee / account holder | $5,017 | $15,053-66.7% | $13,006-61.4% | $13,398-62.6% |