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 | $50,727 | $159,901-68.3% | $146,958-65.5% | $145,922-65.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 20.64% | 98.13%-77.5pp | 418.34%-397.7pp | 561.29%-540.6pp |
| Employer contribution / active EE | $5,730 | $5,286+8.4% | $4,933+16.2% | $4,660+23.0% |
| Participant deferral / active EE | $10,949 | $8,428+29.9% | $8,070+35.7% | $6,688+63.7% |
| Admin fee / account holder | $2,296 | $15,044-84.7% | $12,998-82.3% | $13,397-82.9% |