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 | $25,849 | $112,881-77.1% | $90,951-71.6% | $158,922-83.7% |
| Participation rate | 70.6% | 74.7%-4.1pp | 69.0%+1.6pp | 82.0%-11.4pp |
| Annual return | 100.58% | 215.79%-115.2pp | 134.60%-34.0pp | 302.83%-202.2pp |
| Employer contribution / active EE | $3,555 | $2,893+22.9% | $2,122+67.5% | $4,761-25.3% |
| Participant deferral / active EE | $8,110 | $4,128+96.5% | $3,373+140.5% | $5,982+35.6% |
| Admin fee / account holder | $480 | $8,041-94.0% | $5,959-91.9% | $11,246-95.7% |