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 | $59,361 | $159,901-62.9% | $146,958-59.6% | $145,922-59.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 15.02% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $7,301 | $5,286+38.1% | $4,933+48.0% | $4,660+56.7% |
| Participant deferral / active EE | $17,905 | $8,428+112.4% | $8,070+121.9% | $6,688+167.7% |
| Admin fee / account holder | $5,244 | $15,044-65.1% | $12,998-59.7% | $13,397-60.9% |