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 | $110,805 | $176,056-37.1% | $159,436-30.5% | $167,490-33.8% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 14.06% | 331.75%-317.7pp | 263.57%-249.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,997 | $5,297-62.3% | $4,829-58.6% | $4,837-58.7% |
| Participant deferral / active EE | $9,472 | $7,750+22.2% | $7,352+28.8% | $6,341+49.4% |
| Admin fee / account holder | $8,370 | $12,554-33.3% | $10,799-22.5% | $12,309-32.0% |