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 6-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 | $161,933 | $176,056-8.0% | $159,436+1.6% | $167,490-3.3% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 20.26% | 331.75%-311.5pp | 263.57%-243.3pp | 478.56%-458.3pp |
| Employer contribution / active EE | $3,308 | $5,297-37.6% | $4,829-31.5% | $4,837-31.6% |
| Participant deferral / active EE | $6,196 | $7,750-20.0% | $7,352-15.7% | $6,341-2.3% |
| Admin fee / account holder | $841 | $12,554-93.3% | $10,799-92.2% | $12,309-93.2% |