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 | $74,399 | $209,832-64.5% | $189,513-60.7% | $167,490-55.6% |
| Participation rate | 70.0% | 88.7%-18.7pp | 87.8%-17.8pp | 82.1%-12.1pp |
| Annual return | 13.21% | 748.27%-735.1pp | 555.15%-541.9pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,958 | $6,914-57.2% | $6,162-52.0% | $4,837-38.9% |
| Participant deferral / active EE | $5,084 | $8,935-43.1% | $8,221-38.2% | $6,341-19.8% |
| Admin fee / account holder | $1,314 | $14,293-90.8% | $12,045-89.1% | $12,309-89.3% |