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 | $61,385 | $176,056-65.1% | $159,436-61.5% | $167,490-63.3% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 20.64% | 331.75%-311.1pp | 263.57%-242.9pp | 478.56%-457.9pp |
| Employer contribution / active EE | $2,105 | $5,297-60.3% | $4,829-56.4% | $4,837-56.5% |
| Participant deferral / active EE | $5,347 | $7,750-31.0% | $7,352-27.3% | $6,341-15.7% |
| Admin fee / account holder | $547 | $12,554-95.6% | $10,799-94.9% | $12,309-95.6% |