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 | $64,513 | $209,411-69.2% | $178,490-63.9% | $158,922-59.4% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 28.45% | 188.75%-160.3pp | 151.07%-122.6pp | 302.83%-274.4pp |
| Employer contribution / active EE | $2,446 | $5,706-57.1% | $5,011-51.2% | $4,761-48.6% |
| Participant deferral / active EE | $14,625 | $5,954+145.6% | $5,202+181.2% | $5,982+144.5% |
| Admin fee / account holder | $692 | $17,074-95.9% | $13,984-95.0% | $11,246-93.8% |