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 7-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 | $99,395 | $159,901-37.8% | $146,958-32.4% | $145,922-31.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 13.71% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,373 | $5,286-36.2% | $4,933-31.6% | $4,660-27.6% |
| Participant deferral / active EE | $11,163 | $8,428+32.4% | $8,070+38.3% | $6,688+66.9% |
| Admin fee / account holder | $5,551 | $15,044-63.1% | $12,998-57.3% | $13,397-58.6% |