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 8-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 | $75,032 | $165,335-54.6% | $149,696-49.9% | $158,922-52.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 29.61% | 348.15%-318.5pp | 276.60%-247.0pp | 302.83%-273.2pp |
| Employer contribution / active EE | $2,835 | $5,103-44.4% | $4,644-39.0% | $4,761-40.5% |
| Participant deferral / active EE | $6,769 | $7,181-5.7% | $6,842-1.1% | $5,982+13.1% |
| Admin fee / account holder | $6,778 | $10,807-37.3% | $9,309-27.2% | $11,246-39.7% |