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 3-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 | $53,396 | $159,901-66.6% | $146,958-63.7% | $145,922-63.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 13.39% | 98.13%-84.7pp | 418.34%-405.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,954 | $5,286-63.0% | $4,933-60.4% | $4,660-58.1% |
| Participant deferral / active EE | $6,378 | $8,428-24.3% | $8,070-21.0% | $6,688-4.6% |
| Admin fee / account holder | $6,790 | $15,044-54.9% | $12,998-47.8% | $13,397-49.3% |