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 | $27,109 | $165,335-83.6% | $149,696-81.9% | $158,922-82.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 43.55% | 348.15%-304.6pp | 276.60%-233.1pp | 302.83%-259.3pp |
| Employer contribution / active EE | $4,308 | $5,103-15.6% | $4,644-7.2% | $4,761-9.5% |
| Participant deferral / active EE | $7,498 | $7,181+4.4% | $6,842+9.6% | $5,982+25.3% |
| Admin fee / account holder | $4,904 | $10,807-54.6% | $9,309-47.3% | $11,246-56.4% |