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 | $42,719 | $138,347-69.1% | $184,203-76.8% | $80,856-47.2% |
| Participation rate | 79.2% | 83.9%-4.7pp | 86.8%-7.7pp | 67.6%+11.5pp |
| Annual return | 84.99% | 20.02%+65.0pp | 28.81%+56.2pp | 35.59%+49.4pp |
| Employer contribution / active EE | $6,863 | $4,850+41.5% | $6,427+6.8% | $2,755+149.1% |
| Participant deferral / active EE | $7,968 | $7,071+12.7% | $9,131-12.7% | $4,296+85.5% |
| Admin fee / account holder | $1,999 | $10,483-80.9% | $13,901-85.6% | $6,918-71.1% |