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 | $36,432 | $109,817-66.8% | $98,442-63.0% | $167,490-78.2% |
| Participation rate | 76.9% | 75.8%+1.1pp | 73.3%+3.6pp | 82.1%-5.2pp |
| Annual return | 114.66% | 1956.69%-1842.0pp | 1492.73%-1378.1pp | 478.56%-363.9pp |
| Employer contribution / active EE | $4,485 | $3,224+39.1% | $2,960+51.5% | $4,837-7.3% |
| Participant deferral / active EE | $6,116 | $4,673+30.9% | $4,276+43.0% | $6,341-3.6% |
| Admin fee / account holder | $5,618 | $6,753-16.8% | $5,949-5.6% | $12,309-54.4% |