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 9-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 | $138,265 | $166,020-16.7% | $164,866-16.1% | $145,959-5.3% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 14.41% | 100.08%-85.7pp | 69.97%-55.6pp | 561.95%-547.5pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,814 | $6,961-16.5% | $6,033-3.6% | $6,689-13.1% |
| Admin fee / account holder | $5,077 | $16,644-69.5% | $12,689-60.0% | $13,398-62.1% |