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 | $78,607 | $159,934-50.9% | $147,005-46.5% | $145,959-46.1% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 10.40% | 98.24%-87.8pp | 418.76%-408.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $2,268 | $5,287-57.1% | $4,934-54.0% | $4,661-51.3% |
| Participant deferral / active EE | $4,539 | $8,427-46.1% | $8,070-43.8% | $6,689-32.1% |
| Admin fee / account holder | $964 | $15,053-93.6% | $13,006-92.6% | $13,398-92.8% |