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 | $46,441 | $159,901-71.0% | $146,958-68.4% | $145,922-68.2% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 23.62% | 98.13%-74.5pp | 418.34%-394.7pp | 561.29%-537.7pp |
| Employer contribution / active EE | $6,145 | $5,286+16.2% | $4,933+24.6% | $4,660+31.9% |
| Participant deferral / active EE | $12,850 | $8,428+52.5% | $8,070+59.2% | $6,688+92.1% |
| Admin fee / account holder | $14,063 | $15,044-6.5% | $12,998+8.2% | $13,397+5.0% |