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 | $82,448 | $183,963-55.2% | $162,163-49.2% | $152,861-46.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.10% | 150.76%-128.7pp | 115.59%-93.5pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,726 | $6,371-57.2% | $5,614-51.4% | $4,762-42.8% |
| Participant deferral / active EE | $4,619 | $8,034-42.5% | $7,298-36.7% | $5,850-21.0% |
| Admin fee / account holder | $453 | $13,121-96.6% | $10,843-95.8% | $11,596-96.1% |