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 | $54,734 | $159,901-65.8% | $146,958-62.8% | $145,922-62.5% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 11.31% | 98.13%-86.8pp | 418.34%-407.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,715 | $5,286-48.6% | $4,933-45.0% | $4,660-41.7% |
| Participant deferral / active EE | $8,511 | $8,428+1.0% | $8,070+5.5% | $6,688+27.3% |
| Admin fee / account holder | $3,114 | $15,044-79.3% | $12,998-76.0% | $13,397-76.8% |