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 | $62,360 | $70,756-11.9% | $65,493-4.8% | $142,382-56.2% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 15.39% | 1754.89%-1739.5pp | 982.45%-967.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $5,927 | $2,881+105.8% | $2,574+130.3% | $4,299+37.9% |
| Participant deferral / active EE | $7,072 | $4,637+52.5% | $3,961+78.5% | $6,507+8.7% |
| Admin fee / account holder | $4,649 | $6,559-29.1% | $5,028-7.5% | $12,624-63.2% |