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 6-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 | $48,983 | $176,056-72.2% | $159,436-69.3% | $167,490-70.8% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 37.94% | 331.75%-293.8pp | 263.57%-225.6pp | 478.56%-440.6pp |
| Employer contribution / active EE | $1,970 | $5,297-62.8% | $4,829-59.2% | $4,837-59.3% |
| Participant deferral / active EE | $5,385 | $7,750-30.5% | $7,352-26.8% | $6,341-15.1% |
| Admin fee / account holder | $3,021 | $12,554-75.9% | $10,799-72.0% | $12,309-75.5% |