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 7-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 | $123,132 | $165,335-25.5% | $149,696-17.7% | $158,922-22.5% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 30.01% | 348.15%-318.1pp | 276.60%-246.6pp | 302.83%-272.8pp |
| Employer contribution / active EE | $1,228 | $5,103-75.9% | $4,644-73.6% | $4,761-74.2% |
| Participant deferral / active EE | $2,643 | $7,181-63.2% | $6,842-61.4% | $5,982-55.8% |
| Admin fee / account holder | $490 | $10,807-95.5% | $9,309-94.7% | $11,246-95.6% |