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 6-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 | $65,666 | $210,648-68.8% | $177,989-63.1% | $145,922-55.0% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 19.43% | 385.86%-366.4pp | 294.48%-275.0pp | 561.29%-541.9pp |
| Employer contribution / active EE | $6,490 | $4,565+42.2% | $3,949+64.4% | $4,660+39.3% |
| Participant deferral / active EE | $2,547 | $6,958-63.4% | $6,276-59.4% | $6,688-61.9% |
| Admin fee / account holder | $2,545 | $12,013-78.8% | $10,363-75.4% | $13,397-81.0% |