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 10-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 | $87,379 | $202,318-56.8% | $172,739-49.4% | $152,861-42.8% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.4%+4.2pp |
| Annual return | 15.19% | 1029.65%-1014.5pp | 802.84%-787.6pp | 345.32%-330.1pp |
| Employer contribution / active EE | $6,139 | $5,856+4.8% | $5,143+19.4% | $4,762+28.9% |
| Participant deferral / active EE | $7,672 | $5,948+29.0% | $5,198+47.6% | $5,850+31.1% |
| Admin fee / account holder | $1,589 | $17,109-90.7% | $13,954-88.6% | $11,596-86.3% |