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 | $56,576 | $99,020-42.9% | $86,590-34.7% | $147,584-61.7% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 15.83% | 1312.34%-1296.5pp | 964.84%-949.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $2,974 | $3,132-5.1% | $2,839+4.7% | $4,876-39.0% |
| Participant deferral / active EE | $3,374 | $3,972-15.1% | $3,609-6.5% | $5,439-38.0% |
| Admin fee / account holder | $3,516 | $5,710-38.4% | $4,906-28.3% | $10,885-67.7% |