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 | $84,300 | $159,901-47.3% | $146,958-42.6% | $145,922-42.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 20.40% | 98.13%-77.7pp | 418.34%-397.9pp | 561.29%-540.9pp |
| Employer contribution / active EE | $3,446 | $5,286-34.8% | $4,933-30.1% | $4,660-26.1% |
| Participant deferral / active EE | $11,797 | $8,428+40.0% | $8,070+46.2% | $6,688+76.4% |
| Admin fee / account holder | $352 | $15,044-97.7% | $12,998-97.3% | $13,397-97.4% |