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 | $69,107 | $159,901-56.8% | $146,958-53.0% | $145,922-52.6% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 12.09% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $6,465 | $5,286+22.3% | $4,933+31.1% | $4,660+38.7% |
| Participant deferral / active EE | $11,511 | $8,428+36.6% | $8,070+42.6% | $6,688+72.1% |
| Admin fee / account holder | $1,433 | $15,044-90.5% | $12,998-89.0% | $13,397-89.3% |