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 6-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 | $137,081 | $159,901-14.3% | $146,958-6.7% | $145,922-6.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.23% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,858 | $5,286-45.9% | $4,933-42.1% | $4,660-38.7% |
| Participant deferral / active EE | $9,632 | $8,428+14.3% | $8,070+19.4% | $6,688+44.0% |
| Admin fee / account holder | $28,710 | $15,044+90.8% | $12,998+120.9% | $13,397+114.3% |