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 | $65,278 | $159,901-59.2% | $146,958-55.6% | $145,922-55.3% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 19.25% | 98.13%-78.9pp | 418.34%-399.1pp | 561.29%-542.0pp |
| Employer contribution / active EE | $1,429 | $5,286-73.0% | $4,933-71.0% | $4,660-69.3% |
| Participant deferral / active EE | $7,186 | $8,428-14.7% | $8,070-11.0% | $6,688+7.4% |
| Admin fee / account holder | $591 | $15,044-96.1% | $12,998-95.5% | $13,397-95.6% |