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 8-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 | $147,040 | $183,963-20.1% | $162,163-9.3% | $152,861-3.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 20.33% | 150.76%-130.4pp | 115.59%-95.3pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,401 | $6,371-62.3% | $5,614-57.2% | $4,762-49.6% |
| Participant deferral / active EE | $3,297 | $8,034-59.0% | $7,298-54.8% | $5,850-43.6% |
| Admin fee / account holder | $830 | $13,121-93.7% | $10,843-92.3% | $11,596-92.8% |