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 | $82,749 | $217,402-61.9% | $185,823-55.5% | $167,490-50.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 55.68% | 148.36%-92.7pp | 122.05%-66.4pp | 478.56%-422.9pp |
| Employer contribution / active EE | $3,215 | $5,873-45.3% | $5,167-37.8% | $4,837-33.5% |
| Participant deferral / active EE | $6,555 | $6,356+3.1% | $5,568+17.7% | $6,341+3.4% |
| Admin fee / account holder | $333 | $19,811-98.3% | $16,237-98.0% | $12,309-97.3% |