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 | $114,219 | $159,901-28.6% | $146,958-22.3% | $145,922-21.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.34% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $6,072 | $5,286+14.9% | $4,933+23.1% | $4,660+30.3% |
| Participant deferral / active EE | $17,832 | $8,428+111.6% | $8,070+121.0% | $6,688+166.6% |
| Admin fee / account holder | $2,006 | $15,044-86.7% | $12,998-84.6% | $13,397-85.0% |