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 | $103,603 | $159,901-35.2% | $146,958-29.5% | $145,922-29.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.27% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,533 | $5,286-33.2% | $4,933-28.4% | $4,660-24.2% |
| Participant deferral / active EE | $7,924 | $8,428-6.0% | $8,070-1.8% | $6,688+18.5% |
| Admin fee / account holder | $2,980 | $15,044-80.2% | $12,998-77.1% | $13,397-77.8% |