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 8-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 | $72,954 | $183,963-60.3% | $162,163-55.0% | $152,861-52.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 76.45% | 150.76%-74.3pp | 115.59%-39.1pp | 345.32%-268.9pp |
| Employer contribution / active EE | $1,982 | $6,371-68.9% | $5,614-64.7% | $4,762-58.4% |
| Participant deferral / active EE | $5,107 | $8,034-36.4% | $7,298-30.0% | $5,850-12.7% |
| Admin fee / account holder | $74,819 | $13,121+470.2% | $10,843+590.0% | $11,596+545.2% |