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 | $115,150 | $209,411-45.0% | $178,490-35.5% | $158,922-27.5% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 15.93% | 188.75%-172.8pp | 151.07%-135.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $4,366 | $5,706-23.5% | $5,011-12.9% | $4,761-8.3% |
| Participant deferral / active EE | $5,753 | $5,954-3.4% | $5,202+10.6% | $5,982-3.8% |
| Admin fee / account holder | $419 | $17,074-97.5% | $13,984-97.0% | $11,246-96.3% |