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 | $226,287 | $165,335+36.9% | $149,696+51.2% | $158,922+42.4% |
| Participation rate | 73.3% | 84.6%-11.2pp | 82.5%-9.1pp | 82.0%-8.6pp |
| Annual return | 27.79% | 348.15%-320.4pp | 276.60%-248.8pp | 302.83%-275.0pp |
| Employer contribution / active EE | $2,155 | $5,103-57.8% | $4,644-53.6% | $4,761-54.7% |
| Participant deferral / active EE | $5,785 | $7,181-19.4% | $6,842-15.5% | $5,982-3.3% |
| Admin fee / account holder | $816 | $10,807-92.4% | $9,309-91.2% | $11,246-92.7% |