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 8-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 | $59,598 | $88,710-32.8% | $81,783-27.1% | $145,959-59.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 13.19% | 1027.26%-1014.1pp | 775.05%-761.9pp | 561.95%-548.8pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,422 | $4,645-47.9% | $4,320-43.9% | $6,689-63.8% |
| Admin fee / account holder | $15,945 | $8,407+89.7% | $7,380+116.1% | $13,398+19.0% |