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 | $38,208 | $79,171-51.7% | $102,423-62.7% | $74,495-48.7% |
| Participation rate | 74.0% | 74.8%-0.8pp | 76.5%-2.5pp | 67.2%+6.8pp |
| Annual return | 17.68% | 54.93%-37.3pp | 29.32%-11.6pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $3,790 | $2,362+60.4% | $3,023+25.3% | $2,623+44.5% |
| Participant deferral / active EE | $5,570 | $4,415+26.2% | $5,053+10.2% | $4,346+28.2% |
| Admin fee / account holder | $673 | $2,001-66.4% | $9,451-92.9% | $1,942-65.4% |