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 6-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 | $50,763 | $168,632-69.9% | $147,614-65.6% | $125,391-59.5% |
| Participation rate | 82.4% | 88.8%-6.4pp | 84.6%-2.3pp | 83.2%-0.8pp |
| Annual return | 9.94% | 77.65%-67.7pp | 61.98%-52.0pp | 282.22%-272.3pp |
| Employer contribution / active EE | $2,182 | $6,252-65.1% | $5,564-60.8% | $4,866-55.2% |
| Participant deferral / active EE | $6,558 | $5,507+19.1% | $4,895+34.0% | $5,352+22.5% |
| Admin fee / account holder | $7,145 | $13,580-47.4% | $11,611-38.5% | $9,540-25.1% |