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 | $63,243 | $167,307-62.2% | $143,757-56.0% | $134,475-53.0% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | 141.48% | 0.46%+141.0pp | -0.04%+141.5pp | 417.96%-276.5pp |
| Employer contribution / active EE | $2,012 | $5,619-64.2% | $4,951-59.4% | $4,740-57.6% |
| Participant deferral / active EE | $6,423 | $6,446-0.3% | $5,637+13.9% | $6,400+0.4% |
| Admin fee / account holder | $389 | $18,088-97.9% | $14,673-97.4% | $11,426-96.6% |