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 | $40,247 | $169,161-76.2% | $129,295-68.9% | $145,959-72.4% |
| Participation rate | 70.0% | 76.5%-6.5pp | 69.6%+0.4pp | 80.3%-10.3pp |
| Annual return | 25.42% | 14348.07%-14322.6pp | 9429.28%-9403.9pp | 561.95%-536.5pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $19,330 | $4,989+287.4% | $4,169+363.6% | $6,689+189.0% |
| Admin fee / account holder | $19,543 | $9,878+97.8% | $7,665+155.0% | $13,398+45.9% |