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 7-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 | $56,090 | $159,901-64.9% | $146,958-61.8% | $145,922-61.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 9.68% | 98.13%-88.5pp | 418.34%-408.7pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,056 | $5,286-61.1% | $4,933-58.3% | $4,660-55.9% |
| Participant deferral / active EE | $3,193 | $8,428-62.1% | $8,070-60.4% | $6,688-52.3% |
| Admin fee / account holder | $1,166 | $15,044-92.3% | $12,998-91.0% | $13,397-91.3% |