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 | $142,786 | $88,751+60.9% | $81,812+74.5% | $145,922-2.1% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 22.66% | 1025.40%-1002.7pp | 773.79%-751.1pp | 561.29%-538.6pp |
| Employer contribution / active EE | $1,184 | $3,083-61.6% | $2,912-59.3% | $4,660-74.6% |
| Participant deferral / active EE | $4,981 | $4,643+7.3% | $4,319+15.3% | $6,688-25.5% |
| Admin fee / account holder | $940 | $8,415-88.8% | $7,386-87.3% | $13,397-93.0% |