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 | $139,705 | $159,934-12.6% | $147,005-5.0% | $145,959-4.3% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 15.15% | 98.24%-83.1pp | 418.76%-403.6pp | 561.95%-546.8pp |
| Employer contribution / active EE | $4,977 | $5,287-5.9% | $4,934+0.9% | $4,661+6.8% |
| Participant deferral / active EE | $13,819 | $8,427+64.0% | $8,070+71.2% | $6,689+106.6% |
| Admin fee / account holder | $14,298 | $15,053-5.0% | $13,006+9.9% | $13,398+6.7% |