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 | $19,359 | $180,749-89.3% | $160,784-88.0% | $137,256-85.9% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 19.77% | 2234.46%-2214.7pp | 1803.92%-1784.2pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,489 | $4,155-64.2% | $3,733-60.1% | $4,156-64.2% |
| Participant deferral / active EE | $2,366 | $6,844-65.4% | $6,293-62.4% | $6,407-63.1% |
| Admin fee / account holder | $3,805 | $10,397-63.4% | $9,717-60.8% | $12,270-69.0% |