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 | $38,579 | $72,071-46.5% | $68,368-43.6% | $137,256-71.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 22.73% | 353.14%-330.4pp | 292.57%-269.8pp | 220.34%-197.6pp |
| Employer contribution / active EE | $2,018 | $2,788-27.6% | $2,649-23.8% | $4,156-51.4% |
| Participant deferral / active EE | $6,029 | $4,410+36.7% | $4,123+46.2% | $6,407-5.9% |
| Admin fee / account holder | $698 | $5,336-86.9% | $5,150-86.4% | $12,270-94.3% |