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 | $35,098 | $100,852-65.2% | $90,404-61.2% | $158,922-77.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 34.36% | 1724.20%-1689.8pp | 1293.02%-1258.7pp | 302.83%-268.5pp |
| Employer contribution / active EE | $2,403 | $3,689-34.8% | $3,262-26.3% | $4,761-49.5% |
| Participant deferral / active EE | $3,073 | $4,348-29.3% | $3,963-22.5% | $5,982-48.6% |
| Admin fee / account holder | $1,191 | $6,501-81.7% | $5,611-78.8% | $11,246-89.4% |