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 | $128,962 | $183,963-29.9% | $162,163-20.5% | $152,861-15.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.81% | 150.76%-137.0pp | 115.59%-101.8pp | 345.32%-331.5pp |
| Employer contribution / active EE | $2,463 | $6,371-61.3% | $5,614-56.1% | $4,762-48.3% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,061 | $13,121-84.3% | $10,843-81.0% | $11,596-82.2% |