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 | $146,263 | $165,335-11.5% | $149,696-2.3% | $158,922-8.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 710.97% | 348.15%+362.8pp | 276.60%+434.4pp | 302.83%+408.1pp |
| Employer contribution / active EE | $1,463 | $5,103-71.3% | $4,644-68.5% | $4,761-69.3% |
| Participant deferral / active EE | $9,642 | $7,181+34.3% | $6,842+40.9% | $5,982+61.2% |
| Admin fee / account holder | $555 | $10,807-94.9% | $9,309-94.0% | $11,246-95.1% |