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 4-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 | $27,579 | $88,710-68.9% | $81,783-66.3% | $145,959-81.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 15.88% | 1027.26%-1011.4pp | 775.05%-759.2pp | 561.95%-546.1pp |
| Employer contribution / active EE | $1,895 | $3,083-38.5% | $2,913-34.9% | $4,661-59.3% |
| Participant deferral / active EE | $5,885 | $4,645+26.7% | $4,320+36.2% | $6,689-12.0% |
| Admin fee / account holder | $2,332 | $8,407-72.3% | $7,380-68.4% | $13,398-82.6% |