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 | $66,232 | $209,411-68.4% | $178,490-62.9% | $158,922-58.3% |
| Participation rate | 76.2% | 86.3%-10.2pp | 81.9%-5.7pp | 82.0%-5.8pp |
| Annual return | 316.06% | 188.75%+127.3pp | 151.07%+165.0pp | 302.83%+13.2pp |
| Employer contribution / active EE | $2,628 | $5,706-53.9% | $5,011-47.6% | $4,761-44.8% |
| Participant deferral / active EE | $10,227 | $5,954+71.8% | $5,202+96.6% | $5,982+71.0% |
| Admin fee / account holder | $842 | $17,074-95.1% | $13,984-94.0% | $11,246-92.5% |