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 | $161,325 | $209,411-23.0% | $178,490-9.6% | $158,922+1.5% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 28.99% | 188.75%-159.8pp | 151.07%-122.1pp | 302.83%-273.8pp |
| Employer contribution / active EE | $1,611 | $5,706-71.8% | $5,011-67.8% | $4,761-66.2% |
| Participant deferral / active EE | $6,643 | $5,954+11.6% | $5,202+27.7% | $5,982+11.0% |
| Admin fee / account holder | $492 | $17,074-97.1% | $13,984-96.5% | $11,246-95.6% |