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 3-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 | $4,294 | $88,710-95.2% | $81,783-94.7% | $145,959-97.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 16.41% | 1027.26%-1010.9pp | 775.05%-758.6pp | 561.95%-545.5pp |
| Employer contribution / active EE | $1,584 | $3,083-48.6% | $2,913-45.6% | $4,661-66.0% |
| Participant deferral / active EE | $2,225 | $4,645-52.1% | $4,320-48.5% | $6,689-66.7% |
| Admin fee / account holder | $2,825 | $8,407-66.4% | $7,380-61.7% | $13,398-78.9% |