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 | $54,267 | $159,901-66.1% | $146,958-63.1% | $145,922-62.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 16.91% | 98.13%-81.2pp | 418.34%-401.4pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,408 | $5,286-54.5% | $4,933-51.2% | $4,660-48.3% |
| Participant deferral / active EE | $10,299 | $8,428+22.2% | $8,070+27.6% | $6,688+54.0% |
| Admin fee / account holder | $6,606 | $15,044-56.1% | $12,998-49.2% | $13,397-50.7% |