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 | $50,925 | $148,534-65.7% | $135,903-62.5% | $139,434-63.5% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 18.46% | 79.19%-60.7pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,649 | $5,243-49.5% | $4,856-45.4% | $4,751-44.2% |
| Participant deferral / active EE | $7,182 | $8,100-11.3% | $7,758-7.4% | $6,710+7.0% |
| Admin fee / account holder | $496 | $12,400-96.0% | $10,762-95.4% | $11,403-95.7% |