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 8-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 | $62,636 | $209,411-70.1% | $178,490-64.9% | $158,922-60.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 35.66% | 188.75%-153.1pp | 151.07%-115.4pp | 302.83%-267.2pp |
| Employer contribution / active EE | $3,718 | $5,706-34.8% | $5,011-25.8% | $4,761-21.9% |
| Participant deferral / active EE | $5,097 | $5,954-14.4% | $5,202-2.0% | $5,982-14.8% |
| Admin fee / account holder | $521 | $17,074-96.9% | $13,984-96.3% | $11,246-95.4% |