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 | $75,130 | $159,901-53.0% | $146,958-48.9% | $145,922-48.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 9.73% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $7,149 | $5,286+35.2% | $4,933+44.9% | $4,660+53.4% |
| Participant deferral / active EE | $6,924 | $8,428-17.8% | $8,070-14.2% | $6,688+3.5% |
| Admin fee / account holder | $990 | $15,044-93.4% | $12,998-92.4% | $13,397-92.6% |