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 7-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 | $58,719 | $110,261-46.7% | $95,745-38.7% | $139,434-57.9% |
| Participation rate | 83.3% | 75.8%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 78.59% | 27.11%+51.5pp | 28.35%+50.2pp | 372.94%-294.3pp |
| Employer contribution / active EE | $4,314 | $3,257+32.4% | $2,835+52.2% | $4,751-9.2% |
| Participant deferral / active EE | $10,601 | $4,676+126.7% | $4,245+149.8% | $6,710+58.0% |
| Admin fee / account holder | $4,225 | $6,613-36.1% | $5,678-25.6% | $11,403-62.9% |