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 | $39,153 | $107,334-63.5% | $92,893-57.9% | $152,861-74.4% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 25.40% | 145.58%-120.2pp | 109.41%-84.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $4,360 | $4,221+3.3% | $3,653+19.4% | $4,762-8.5% |
| Participant deferral / active EE | $8,022 | $4,845+65.6% | $4,236+89.4% | $5,850+37.1% |
| Admin fee / account holder | $1,274 | $7,079-82.0% | $5,794-78.0% | $11,596-89.0% |