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 | $64,724 | $159,901-59.5% | $146,958-56.0% | $145,922-55.6% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 10.20% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,414 | $5,286-73.3% | $4,933-71.3% | $4,660-69.7% |
| Participant deferral / active EE | $7,103 | $8,428-15.7% | $8,070-12.0% | $6,688+6.2% |
| Admin fee / account holder | $1,156 | $15,044-92.3% | $12,998-91.1% | $13,397-91.4% |