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 | $64,798 | $159,901-59.5% | $146,958-55.9% | $145,922-55.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.39% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $6,876 | $5,286+30.1% | $4,933+39.4% | $4,660+47.6% |
| Participant deferral / active EE | $11,670 | $8,428+38.5% | $8,070+44.6% | $6,688+74.5% |
| Admin fee / account holder | $11,002 | $15,044-26.9% | $12,998-15.4% | $13,397-17.9% |