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 | $67,854 | $72,071-5.9% | $68,368-0.8% | $137,256-50.6% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 15.55% | 353.14%-337.6pp | 292.57%-277.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,650 | $2,788-40.8% | $2,649-37.7% | $4,156-60.3% |
| Participant deferral / active EE | $5,189 | $4,410+17.7% | $4,123+25.9% | $6,407-19.0% |
| Admin fee / account holder | $310 | $5,336-94.2% | $5,150-94.0% | $12,270-97.5% |