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 | $115,132 | $159,901-28.0% | $146,958-21.7% | $145,922-21.1% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 20.26% | 98.13%-77.9pp | 418.34%-398.1pp | 561.29%-541.0pp |
| Employer contribution / active EE | $6,577 | $5,286+24.4% | $4,933+33.3% | $4,660+41.1% |
| Participant deferral / active EE | $16,782 | $8,428+99.1% | $8,070+108.0% | $6,688+150.9% |
| Admin fee / account holder | $1,624 | $15,044-89.2% | $12,998-87.5% | $13,397-87.9% |