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 | $72,172 | $209,411-65.5% | $178,490-59.6% | $158,922-54.6% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 17.51% | 188.75%-171.2pp | 151.07%-133.6pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,809 | $5,706-68.3% | $5,011-63.9% | $4,761-62.0% |
| Participant deferral / active EE | $7,600 | $5,954+27.6% | $5,202+46.1% | $5,982+27.0% |
| Admin fee / account holder | $446 | $17,074-97.4% | $13,984-96.8% | $11,246-96.0% |