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 6-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 | $34,425 | $185,822-81.5% | $169,993-79.7% | $139,434-75.3% |
| Participation rate | 84.6% | 87.8%-3.1pp | 87.0%-2.4pp | 80.3%+4.3pp |
| Annual return | 21.95% | 60.50%-38.5pp | 53.37%-31.4pp | 372.94%-351.0pp |
| Employer contribution / active EE | $3,494 | $7,590-54.0% | $6,785-48.5% | $4,751-26.4% |
| Participant deferral / active EE | $3,859 | $11,622-66.8% | $10,408-62.9% | $6,710-42.5% |
| Admin fee / account holder | $323 | $15,381-97.9% | $12,815-97.5% | $11,403-97.2% |