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 | $55,071 | $159,901-65.6% | $146,958-62.5% | $145,922-62.3% |
| Participation rate | 73.9% | 84.0%-10.1pp | 82.2%-8.2pp | 80.3%-6.4pp |
| Annual return | 12.20% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,543 | $5,286-51.9% | $4,933-48.5% | $4,660-45.4% |
| Participant deferral / active EE | $4,829 | $8,428-42.7% | $8,070-40.2% | $6,688-27.8% |
| Admin fee / account holder | $6,306 | $15,044-58.1% | $12,998-51.5% | $13,397-52.9% |