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 7-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 | $51,879 | $159,934-67.6% | $147,005-64.7% | $145,959-64.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 20.71% | 98.24%-77.5pp | 418.76%-398.1pp | 561.95%-541.2pp |
| Employer contribution / active EE | $1,169 | $5,287-77.9% | $4,934-76.3% | $4,661-74.9% |
| Participant deferral / active EE | $9,463 | $8,427+12.3% | $8,070+17.3% | $6,689+41.5% |
| Admin fee / account holder | $23,752 | $15,053+57.8% | $13,006+82.6% | $13,398+77.3% |