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 9-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 | $107,743 | $183,519-41.3% | $155,509-30.7% | $145,922-26.2% |
| Participation rate | 73.3% | 82.7%-9.3pp | 78.2%-4.9pp | 80.3%-6.9pp |
| Annual return | 20.49% | 61.17%-40.7pp | 64.67%-44.2pp | 561.29%-540.8pp |
| Employer contribution / active EE | $1,747 | $5,313-67.1% | $4,672-62.6% | $4,660-62.5% |
| Participant deferral / active EE | $5,206 | $6,462-19.4% | $5,626-7.5% | $6,688-22.2% |
| Admin fee / account holder | $942 | $19,313-95.1% | $15,912-94.1% | $13,397-93.0% |