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 | $138,480 | $72,071+92.1% | $68,368+102.6% | $137,256+0.9% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 14.72% | 353.14%-338.4pp | 292.57%-277.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,798 | $2,788-35.5% | $2,649-32.1% | $4,156-56.7% |
| Participant deferral / active EE | $7,613 | $4,410+72.6% | $4,123+84.7% | $6,407+18.8% |
| Admin fee / account holder | $7,504 | $5,336+40.6% | $5,150+45.7% | $12,270-38.8% |