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 | $77,112 | $102,317-24.6% | $146,958-47.5% | $80,856-4.6% |
| Participation rate | 96.1% | 75.8%+20.2pp | 82.2%+13.9pp | 67.6%+28.4pp |
| Annual return | 30.87% | 134.76%-103.9pp | 418.34%-387.5pp | 35.59%-4.7pp |
| Employer contribution / active EE | $3,305 | $3,713-11.0% | $4,933-33.0% | $2,755+20.0% |
| Participant deferral / active EE | $10,668 | $6,644+60.6% | $8,070+32.2% | $4,296+148.3% |
| Admin fee / account holder | $1,345 | $7,941-83.1% | $12,998-89.7% | $6,918-80.6% |