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 | $58,224 | $58,2080% | $81,812-28.8% | $80,856-28.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.46% | 41.66%-30.2pp | 773.79%-762.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $4,731 | $2,340+102.2% | $2,912+62.5% | $2,755+71.7% |
| Participant deferral / active EE | $5,443 | $3,281+65.9% | $4,319+26.0% | $4,296+26.7% |
| Admin fee / account holder | $5,953 | $4,981+19.5% | $7,386-19.4% | $6,918-13.9% |