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 5-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 | $58,907 | $185,822-68.3% | $169,993-65.3% | $139,434-57.8% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 112.49% | 60.50%+52.0pp | 53.37%+59.1pp | 372.94%-260.5pp |
| Employer contribution / active EE | $2,416 | $7,590-68.2% | $6,785-64.4% | $4,751-49.1% |
| Participant deferral / active EE | $6,214 | $11,622-46.5% | $10,408-40.3% | $6,710-7.4% |
| Admin fee / account holder | $364 | $15,381-97.6% | $12,815-97.2% | $11,403-96.8% |