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 | $78,439 | $202,318-61.2% | $172,739-54.6% | $152,861-48.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 15.52% | 1029.65%-1014.1pp | 802.84%-787.3pp | 345.32%-329.8pp |
| Employer contribution / active EE | $4,614 | $5,856-21.2% | $5,143-10.3% | $4,762-3.1% |
| Participant deferral / active EE | $5,116 | $5,948-14.0% | $5,198-1.6% | $5,850-12.6% |
| Admin fee / account holder | $972 | $17,109-94.3% | $13,954-93.0% | $11,596-91.6% |