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 | $74,200 | $159,901-53.6% | $146,958-49.5% | $145,922-49.2% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 28.16% | 98.13%-70.0pp | 418.34%-390.2pp | 561.29%-533.1pp |
| Employer contribution / active EE | $3,691 | $5,286-30.2% | $4,933-25.2% | $4,660-20.8% |
| Participant deferral / active EE | $7,717 | $8,428-8.4% | $8,070-4.4% | $6,688+15.4% |
| Admin fee / account holder | $1,665 | $15,044-88.9% | $12,998-87.2% | $13,397-87.6% |