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 8-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 | $72,291 | $102,604-29.5% | $86,188-16.1% | $139,434-48.2% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 11.23% | 1922.51%-1911.3pp | 1168.45%-1157.2pp | 372.94%-361.7pp |
| Employer contribution / active EE | $2,547 | $3,032-16.0% | $2,380+7.0% | $4,751-46.4% |
| Participant deferral / active EE | $7,169 | $4,676+53.3% | $3,985+79.9% | $6,710+6.8% |
| Admin fee / account holder | $1,754 | $8,657-79.7% | $6,852-74.4% | $11,403-84.6% |