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 | $110,265 | $210,648-47.7% | $177,989-38.0% | $145,922-24.4% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 16.53% | 385.86%-369.3pp | 294.48%-278.0pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,304 | $4,565-71.4% | $3,949-67.0% | $4,660-72.0% |
| Participant deferral / active EE | $8,111 | $6,958+16.6% | $6,276+29.2% | $6,688+21.3% |
| Admin fee / account holder | $728 | $12,013-93.9% | $10,363-93.0% | $13,397-94.6% |