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 8-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 | $44,863 | $157,256-71.5% | $141,162-68.2% | $152,861-70.7% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 51.06% | 64.32%-13.3pp | 71.39%-20.3pp | 345.32%-294.3pp |
| Employer contribution / active EE | $15,174 | $5,261+188.4% | $4,735+220.5% | $4,762+218.6% |
| Participant deferral / active EE | $12,454 | $7,109+75.2% | $6,709+85.6% | $5,850+112.9% |
| Admin fee / account holder | $1,430 | $12,120-88.2% | $10,261-86.1% | $11,596-87.7% |