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 | $63,707 | $183,519-65.3% | $155,509-59.0% | $145,922-56.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.11% | 61.17%-48.1pp | 64.67%-51.6pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,332 | $5,313-74.9% | $4,672-71.5% | $4,660-71.4% |
| Participant deferral / active EE | $5,970 | $6,462-7.6% | $5,626+6.1% | $6,688-10.7% |
| Admin fee / account holder | $386 | $19,313-98.0% | $15,912-97.6% | $13,397-97.1% |