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 4-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 | $94,649 | $159,901-40.8% | $146,958-35.6% | $145,922-35.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.18% | 98.13%-83.9pp | 418.34%-404.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,365 | $5,286-36.3% | $4,933-31.8% | $4,660-27.8% |
| Participant deferral / active EE | $5,837 | $8,428-30.7% | $8,070-27.7% | $6,688-12.7% |
| Admin fee / account holder | $568 | $15,044-96.2% | $12,998-95.6% | $13,397-95.8% |