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 | $75,701 | $159,901-52.7% | $146,958-48.5% | $145,922-48.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.05% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,918 | $5,286-44.8% | $4,933-40.9% | $4,660-37.4% |
| Participant deferral / active EE | $10,240 | $8,428+21.5% | $8,070+26.9% | $6,688+53.1% |
| Admin fee / account holder | $6,245 | $15,044-58.5% | $12,998-52.0% | $13,397-53.4% |