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 | $38,926 | $159,901-75.7% | $146,958-73.5% | $145,922-73.3% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 54.87% | 98.13%-43.3pp | 418.34%-363.5pp | 561.29%-506.4pp |
| Employer contribution / active EE | $1,692 | $5,286-68.0% | $4,933-65.7% | $4,660-63.7% |
| Participant deferral / active EE | $5,460 | $8,428-35.2% | $8,070-32.3% | $6,688-18.4% |
| Admin fee / account holder | $6,587 | $15,044-56.2% | $12,998-49.3% | $13,397-50.8% |