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 5-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 | $22,388 | $101,618-78.0% | $93,063-75.9% | $137,256-83.7% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 20.38% | 223.95%-203.6pp | 34.15%-13.8pp | 220.34%-200.0pp |
| Employer contribution / active EE | $864 | $2,707-68.1% | $2,476-65.1% | $4,156-79.2% |
| Participant deferral / active EE | $1,123 | $4,279-73.8% | $3,958-71.6% | $6,407-82.5% |
| Admin fee / account holder | $1,111 | $6,198-82.1% | $6,033-81.6% | $12,270-90.9% |