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 | $82,836 | $198,466-58.3% | $170,442-51.4% | $147,584-43.9% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 14.10% | 257.29%-243.2pp | 205.93%-191.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $4,438 | $6,184-28.2% | $5,433-18.3% | $4,876-9.0% |
| Participant deferral / active EE | $5,108 | $5,629-9.3% | $4,939+3.4% | $5,439-6.1% |
| Admin fee / account holder | $470 | $16,852-97.2% | $13,880-96.6% | $10,885-95.7% |