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 9-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 | $116,296 | $159,901-27.3% | $146,958-20.9% | $145,922-20.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.52% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,175 | $5,286-77.8% | $4,933-76.2% | $4,660-74.8% |
| Participant deferral / active EE | $4,941 | $8,428-41.4% | $8,070-38.8% | $6,688-26.1% |
| Admin fee / account holder | $736 | $15,044-95.1% | $12,998-94.3% | $13,397-94.5% |