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 | $94,409 | $159,901-41.0% | $146,958-35.8% | $145,922-35.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 19.23% | 98.13%-78.9pp | 418.34%-399.1pp | 561.29%-542.1pp |
| Employer contribution / active EE | $12,051 | $5,286+128.0% | $4,933+144.3% | $4,660+158.6% |
| Participant deferral / active EE | $6,721 | $8,428-20.3% | $8,070-16.7% | $6,688+0.5% |
| Admin fee / account holder | $9,503 | $15,044-36.8% | $12,998-26.9% | $13,397-29.1% |