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 | $20,433 | $159,901-87.2% | $146,958-86.1% | $145,922-86.0% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 39.10% | 98.13%-59.0pp | 418.34%-379.2pp | 561.29%-522.2pp |
| Employer contribution / active EE | $2,046 | $5,286-61.3% | $4,933-58.5% | $4,660-56.1% |
| Participant deferral / active EE | $8,291 | $8,428-1.6% | $8,070+2.7% | $6,688+24.0% |
| Admin fee / account holder | $2,456 | $15,044-83.7% | $12,998-81.1% | $13,397-81.7% |