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 | $32,334 | $159,901-79.8% | $146,958-78.0% | $145,922-77.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.07% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,424 | $5,286-54.1% | $4,933-50.9% | $4,660-48.0% |
| Participant deferral / active EE | $3,205 | $8,428-62.0% | $8,070-60.3% | $6,688-52.1% |
| Admin fee / account holder | $10,009 | $15,044-33.5% | $12,998-23.0% | $13,397-25.3% |