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 10-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 | $80,589 | $99,020-18.6% | $86,590-6.9% | $147,584-45.4% |
| Participation rate | 94.1% | 76.3%+17.8pp | 73.5%+20.6pp | 82.8%+11.3pp |
| Annual return | 33.38% | 1312.34%-1279.0pp | 964.84%-931.5pp | 578.55%-545.2pp |
| Employer contribution / active EE | $3,263 | $3,132+4.2% | $2,839+14.9% | $4,876-33.1% |
| Participant deferral / active EE | $8,590 | $3,972+116.3% | $3,609+138.0% | $5,439+57.9% |
| Admin fee / account holder | $363 | $5,710-93.6% | $4,906-92.6% | $10,885-96.7% |