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 | $53,001 | $159,901-66.9% | $146,958-63.9% | $145,922-63.7% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 11.77% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,309 | $5,286-37.4% | $4,933-32.9% | $4,660-29.0% |
| Participant deferral / active EE | $6,558 | $8,428-22.2% | $8,070-18.7% | $6,688-1.9% |
| Admin fee / account holder | $5,575 | $15,044-62.9% | $12,998-57.1% | $13,397-58.4% |