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 | $77,851 | $159,901-51.3% | $146,958-47.0% | $145,922-46.6% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.6pp |
| Annual return | 11.70% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $5,821 | $5,286+10.1% | $4,933+18.0% | $4,660+24.9% |
| Participant deferral / active EE | $10,766 | $8,428+27.7% | $8,070+33.4% | $6,688+61.0% |
| Admin fee / account holder | $1,401 | $15,044-90.7% | $12,998-89.2% | $13,397-89.5% |