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 | $64,675 | $159,901-59.6% | $146,958-56.0% | $145,922-55.7% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 12.45% | 98.13%-85.7pp | 418.34%-405.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,321 | $5,286-56.1% | $4,933-53.0% | $4,660-50.2% |
| Participant deferral / active EE | $7,358 | $8,428-12.7% | $8,070-8.8% | $6,688+10.0% |
| Admin fee / account holder | $4,579 | $15,044-69.6% | $12,998-64.8% | $13,397-65.8% |