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 6-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 | $110,014 | $183,519-40.1% | $155,509-29.3% | $145,922-24.6% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 11.14% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,804 | $5,313-47.2% | $4,672-40.0% | $4,660-39.8% |
| Participant deferral / active EE | $8,515 | $6,462+31.8% | $5,626+51.4% | $6,688+27.3% |
| Admin fee / account holder | $960 | $19,313-95.0% | $15,912-94.0% | $13,397-92.8% |