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 | $97,417 | $202,318-51.8% | $172,739-43.6% | $152,861-36.3% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 21.94% | 1029.65%-1007.7pp | 802.84%-780.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $3,144 | $5,856-46.3% | $5,143-38.9% | $4,762-34.0% |
| Participant deferral / active EE | $8,783 | $5,948+47.7% | $5,198+69.0% | $5,850+50.1% |
| Admin fee / account holder | $1,115 | $17,109-93.5% | $13,954-92.0% | $11,596-90.4% |