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 | $159,901-12.6% | $146,958-4.9% | $145,922-4.3% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 15.15% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $4,977 | $5,286-5.9% | $4,933+0.9% | $4,660+6.8% |
| Participant deferral / active EE | $13,819 | $8,428+64.0% | $8,070+71.2% | $6,688+106.6% |
| Admin fee / account holder | $14,298 | $15,044-5.0% | $12,998+10.0% | $13,397+6.7% |