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 | $78,344 | $226,064-65.3% | $182,532-57.1% | $152,861-48.7% |
| Participation rate | 70.6% | 82.5%-11.9pp | 78.0%-7.4pp | 82.4%-11.9pp |
| Annual return | 24.84% | 192.51%-167.7pp | 148.54%-123.7pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,893 | $4,978-41.9% | $4,076-29.0% | $4,762-39.3% |
| Participant deferral / active EE | $10,833 | $6,368+70.1% | $5,524+96.1% | $5,850+85.2% |
| Admin fee / account holder | $1,115 | $10,703-89.6% | $8,592-87.0% | $11,596-90.4% |