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 9-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 | $44,919 | $100,852-55.5% | $90,404-50.3% | $158,922-71.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 21.48% | 1724.20%-1702.7pp | 1293.02%-1271.5pp | 302.83%-281.3pp |
| Employer contribution / active EE | $4,901 | $3,689+32.9% | $3,262+50.3% | $4,761+2.9% |
| Participant deferral / active EE | $6,212 | $4,348+42.9% | $3,963+56.7% | $5,982+3.8% |
| Admin fee / account holder | $1,768 | $6,501-72.8% | $5,611-68.5% | $11,246-84.3% |