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 | $39,700 | $88,751-55.3% | $81,812-51.5% | $145,922-72.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 13.07% | 1025.40%-1012.3pp | 773.79%-760.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,316 | $3,083-24.9% | $2,912-20.5% | $4,660-50.3% |
| Participant deferral / active EE | $3,513 | $4,643-24.3% | $4,319-18.6% | $6,688-47.5% |
| Admin fee / account holder | $3,828 | $8,415-54.5% | $7,386-48.2% | $13,397-71.4% |