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 | $45,217 | $159,901-71.7% | $146,958-69.2% | $145,922-69.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 13.63% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,506 | $5,286-33.7% | $4,933-28.9% | $4,660-24.8% |
| Participant deferral / active EE | $6,034 | $8,428-28.4% | $8,070-25.2% | $6,688-9.8% |
| Admin fee / account holder | $6,818 | $15,044-54.7% | $12,998-47.5% | $13,397-49.1% |