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 | $78,208 | $180,749-56.7% | $160,784-51.4% | $137,256-43.0% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 14.90% | 2234.46%-2219.6pp | 1803.92%-1789.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,643 | $4,155-60.5% | $3,733-56.0% | $4,156-60.5% |
| Participant deferral / active EE | $6,801 | $6,844-0.6% | $6,293+8.1% | $6,407+6.1% |
| Admin fee / account holder | $10,297 | $10,397-1.0% | $9,717+6.0% | $12,270-16.1% |