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 | $35,250 | $169,032-79.1% | $129,207-72.7% | $145,922-75.8% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 17.24% | 14330.11%-14312.9pp | 9417.33%-9400.1pp | 561.29%-544.0pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $17,986 | $4,987+260.6% | $4,168+331.6% | $6,688+168.9% |
| Admin fee / account holder | $16,041 | $9,954+61.1% | $7,715+107.9% | $13,397+19.7% |