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 5-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 | $30,980 | $102,317-69.7% | $146,958-78.9% | $80,856-61.7% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.2%+15.3pp | 67.6%+29.9pp |
| Annual return | 39.62% | 134.76%-95.1pp | 418.34%-378.7pp | 35.59%+4.0pp |
| Employer contribution / active EE | $4,301 | $3,713+15.8% | $4,933-12.8% | $2,755+56.1% |
| Participant deferral / active EE | $8,036 | $6,644+21.0% | $8,070-0.4% | $4,296+87.1% |
| Admin fee / account holder | $6,232 | $7,941-21.5% | $12,998-52.1% | $6,918-9.9% |