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 7-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 | $71,197 | $176,056-59.6% | $159,436-55.3% | $167,490-57.5% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 17.80% | 331.75%-314.0pp | 263.57%-245.8pp | 478.56%-460.8pp |
| Employer contribution / active EE | $2,600 | $5,297-50.9% | $4,829-46.2% | $4,837-46.3% |
| Participant deferral / active EE | $7,340 | $7,750-5.3% | $7,352-0.2% | $6,341+15.7% |
| Admin fee / account holder | $1,063 | $12,554-91.5% | $10,799-90.2% | $12,309-91.4% |