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 7-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 | $27,629 | $100,852-72.6% | $90,404-69.4% | $158,922-82.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 28.77% | 1724.20%-1695.4pp | 1293.02%-1264.2pp | 302.83%-274.1pp |
| Employer contribution / active EE | $3,923 | $3,689+6.4% | $3,262+20.3% | $4,761-17.6% |
| Participant deferral / active EE | $8,812 | $4,348+102.7% | $3,963+122.3% | $5,982+47.3% |
| Admin fee / account holder | $8,366 | $6,501+28.7% | $5,611+49.1% | $11,246-25.6% |