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 | $68,634 | $100,852-31.9% | $90,404-24.1% | $158,922-56.8% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 46.60% | 1724.20%-1677.6pp | 1293.02%-1246.4pp | 302.83%-256.2pp |
| Employer contribution / active EE | $2,774 | $3,689-24.8% | $3,262-15.0% | $4,761-41.7% |
| Participant deferral / active EE | $3,863 | $4,348-11.2% | $3,963-2.5% | $5,982-35.4% |
| Admin fee / account holder | $606 | $6,501-90.7% | $5,611-89.2% | $11,246-94.6% |