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 4-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 | $66,955 | $159,901-58.1% | $146,958-54.4% | $145,922-54.1% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 14.45% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,575 | $5,286-70.2% | $4,933-68.1% | $4,660-66.2% |
| Participant deferral / active EE | $6,722 | $8,428-20.2% | $8,070-16.7% | $6,688+0.5% |
| Admin fee / account holder | $1,145 | $15,044-92.4% | $12,998-91.2% | $13,397-91.5% |