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 | $78,709 | $159,934-50.8% | $147,005-46.5% | $145,959-46.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.37% | 98.24%-84.9pp | 418.76%-405.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,975 | $5,287-62.6% | $4,934-60.0% | $4,661-57.6% |
| Participant deferral / active EE | $11,607 | $8,427+37.7% | $8,070+43.8% | $6,689+73.5% |
| Admin fee / account holder | $13,716 | $15,053-8.9% | $13,006+5.5% | $13,398+2.4% |