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 | $58,734 | $183,519-68.0% | $155,509-62.2% | $145,922-59.7% |
| Participation rate | 72.2% | 82.7%-10.4pp | 78.2%-6.0pp | 80.3%-8.1pp |
| Annual return | 13.49% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,253 | $5,313-57.6% | $4,672-51.8% | $4,660-51.6% |
| Participant deferral / active EE | $4,564 | $6,462-29.4% | $5,626-18.9% | $6,688-31.8% |
| Admin fee / account holder | $3,356 | $19,313-82.6% | $15,912-78.9% | $13,397-75.0% |