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 9-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 | $33,840 | $138,065-75.5% | $123,544-72.6% | $135,375-75.0% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | 168.60% | 153.68%+14.9pp | 119.20%+49.4pp | 519.73%-351.1pp |
| Employer contribution / active EE | $2,788 | $5,151-45.9% | $4,628-39.8% | $4,779-41.7% |
| Participant deferral / active EE | $4,575 | $6,799-32.7% | $6,426-28.8% | $5,609-18.4% |
| Admin fee / account holder | $2,710 | $10,916-75.2% | $9,284-70.8% | $10,827-75.0% |