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 6-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 | $79,051 | $159,901-50.6% | $146,958-46.2% | $145,922-45.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 14.13% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,951 | $5,286-63.1% | $4,933-60.5% | $4,660-58.1% |
| Participant deferral / active EE | $12,076 | $8,428+43.3% | $8,070+49.6% | $6,688+80.6% |
| Admin fee / account holder | $1,635 | $15,044-89.1% | $12,998-87.4% | $13,397-87.8% |