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 | $38,081 | $159,901-76.2% | $146,958-74.1% | $145,922-73.9% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 14.63% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,676 | $5,286-49.4% | $4,933-45.8% | $4,660-42.6% |
| Participant deferral / active EE | $4,867 | $8,428-42.3% | $8,070-39.7% | $6,688-27.2% |
| Admin fee / account holder | $2,896 | $15,044-80.8% | $12,998-77.7% | $13,397-78.4% |