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 5-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 | $60,698 | $159,901-62.0% | $146,958-58.7% | $145,922-58.4% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 12.14% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,127 | $5,286-40.9% | $4,933-36.6% | $4,660-32.9% |
| Participant deferral / active EE | $6,656 | $8,428-21.0% | $8,070-17.5% | $6,688-0.5% |
| Admin fee / account holder | $9,420 | $15,044-37.4% | $12,998-27.5% | $13,397-29.7% |