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 7-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 | $41,795 | $159,901-73.9% | $146,958-71.6% | $145,922-71.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 13.73% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $13,692 | $5,286+159.0% | $4,933+177.6% | $4,660+193.8% |
| Participant deferral / active EE | $3,925 | $8,428-53.4% | $8,070-51.4% | $6,688-41.3% |
| Admin fee / account holder | $9,150 | $15,044-39.2% | $12,998-29.6% | $13,397-31.7% |