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 | $54,233 | $159,901-66.1% | $146,958-63.1% | $145,922-62.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.25% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,763 | $5,286-47.7% | $4,933-44.0% | $4,660-40.7% |
| Participant deferral / active EE | $11,045 | $8,428+31.0% | $8,070+36.9% | $6,688+65.1% |
| Admin fee / account holder | $557 | $15,044-96.3% | $12,998-95.7% | $13,397-95.8% |