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 | $87,071 | $165,335-47.3% | $149,696-41.8% | $158,922-45.2% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 12.08% | 348.15%-336.1pp | 276.60%-264.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $3,033 | $5,103-40.6% | $4,644-34.7% | $4,761-36.3% |
| Participant deferral / active EE | $5,972 | $7,181-16.8% | $6,842-12.7% | $5,982-0.2% |
| Admin fee / account holder | $85,732 | $10,807+693.3% | $9,309+821.0% | $11,246+662.4% |