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 | $44,643 | $80,968-44.9% | $96,544-53.8% | $75,163-40.6% |
| Participation rate | 98.5% | 71.8%+26.7pp | 76.0%+22.5pp | 67.2%+31.3pp |
| Annual return | 56.39% | 27.06%+29.3pp | 25.84%+30.6pp | 160.62%-104.2pp |
| Employer contribution / active EE | $6,591 | $2,282+188.9% | $2,965+122.3% | $2,670+146.9% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $885 | $6,724-86.8% | $8,252-89.3% | $5,651-84.3% |