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 | $133,929 | $148,534-9.8% | $135,903-1.5% | $139,434-3.9% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 53.36% | 79.19%-25.8pp | 68.23%-14.9pp | 372.94%-319.6pp |
| Employer contribution / active EE | $1,250 | $5,243-76.2% | $4,856-74.3% | $4,751-73.7% |
| Participant deferral / active EE | $3,252 | $8,100-59.9% | $7,758-58.1% | $6,710-51.5% |
| Admin fee / account holder | $7,361 | $12,400-40.6% | $10,762-31.6% | $11,403-35.4% |