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 | $73,272 | $102,317-28.4% | $146,958-50.1% | $80,856-9.4% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.2%-2.8pp | 67.6%+11.7pp |
| Annual return | 48.44% | 134.76%-86.3pp | 418.34%-369.9pp | 35.59%+12.8pp |
| Employer contribution / active EE | $4,028 | $3,713+8.5% | $4,933-18.3% | $2,755+46.2% |
| Participant deferral / active EE | $7,388 | $6,644+11.2% | $8,070-8.4% | $4,296+72.0% |
| Admin fee / account holder | $2,304 | $7,941-71.0% | $12,998-82.3% | $6,918-66.7% |