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 5-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 | $63,711 | $159,901-60.2% | $146,958-56.6% | $145,922-56.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 13.94% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,949 | $5,286-25.3% | $4,933-19.9% | $4,660-15.3% |
| Participant deferral / active EE | $4,271 | $8,428-49.3% | $8,070-47.1% | $6,688-36.1% |
| Admin fee / account holder | $1,167 | $15,044-92.2% | $12,998-91.0% | $13,397-91.3% |