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 | $130,343 | $159,901-18.5% | $146,958-11.3% | $145,922-10.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 24.74% | 98.13%-73.4pp | 418.34%-393.6pp | 561.29%-536.5pp |
| Employer contribution / active EE | $7,086 | $5,286+34.0% | $4,933+43.6% | $4,660+52.1% |
| Participant deferral / active EE | $16,267 | $8,428+93.0% | $8,070+101.6% | $6,688+143.2% |
| Admin fee / account holder | $1,576 | $15,044-89.5% | $12,998-87.9% | $13,397-88.2% |