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 | $106,641 | $165,335-35.5% | $149,696-28.8% | $158,922-32.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 179.74% | 348.15%-168.4pp | 276.60%-96.9pp | 302.83%-123.1pp |
| Employer contribution / active EE | $1,244 | $5,103-75.6% | $4,644-73.2% | $4,761-73.9% |
| Participant deferral / active EE | $4,715 | $7,181-34.3% | $6,842-31.1% | $5,982-21.2% |
| Admin fee / account holder | $1,107 | $10,807-89.8% | $9,309-88.1% | $11,246-90.2% |