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 4-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 | $71,667 | $159,901-55.2% | $146,958-51.2% | $145,922-50.9% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 10.41% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,333 | $5,286-55.9% | $4,933-52.7% | $4,660-49.9% |
| Participant deferral / active EE | $4,778 | $8,428-43.3% | $8,070-40.8% | $6,688-28.6% |
| Admin fee / account holder | $718 | $15,044-95.2% | $12,998-94.5% | $13,397-94.6% |