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 6-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 | $63,792 | $176,056-63.8% | $159,436-60.0% | $167,490-61.9% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 300.37% | 331.75%-31.4pp | 263.57%+36.8pp | 478.56%-178.2pp |
| Employer contribution / active EE | $3,055 | $5,297-42.3% | $4,829-36.7% | $4,837-36.8% |
| Participant deferral / active EE | $5,268 | $7,750-32.0% | $7,352-28.4% | $6,341-16.9% |
| Admin fee / account holder | $325 | $12,554-97.4% | $10,799-97.0% | $12,309-97.4% |