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 | $62,084 | $183,519-66.2% | $155,509-60.1% | $145,922-57.5% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 14.45% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,356 | $5,313-55.6% | $4,672-49.6% | $4,660-49.4% |
| Participant deferral / active EE | $3,705 | $6,462-42.7% | $5,626-34.1% | $6,688-44.6% |
| Admin fee / account holder | $305 | $19,313-98.4% | $15,912-98.1% | $13,397-97.7% |