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 | $48,270 | $159,901-69.8% | $146,958-67.2% | $145,922-66.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 11.18% | 98.13%-86.9pp | 418.34%-407.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,735 | $5,286-48.3% | $4,933-44.6% | $4,660-41.3% |
| Participant deferral / active EE | $6,201 | $8,428-26.4% | $8,070-23.2% | $6,688-7.3% |
| Admin fee / account holder | $1,303 | $15,044-91.3% | $12,998-90.0% | $13,397-90.3% |