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 | $98,806 | $157,256-37.2% | $141,162-30.0% | $152,861-35.4% |
| Participation rate | 79.2% | 84.8%-5.7pp | 82.5%-3.3pp | 82.4%-3.3pp |
| Annual return | 23.02% | 64.32%-41.3pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $4,396 | $5,261-16.4% | $4,735-7.2% | $4,762-7.7% |
| Participant deferral / active EE | $11,184 | $7,109+57.3% | $6,709+66.7% | $5,850+91.2% |
| Admin fee / account holder | $18,809 | $12,120+55.2% | $10,261+83.3% | $11,596+62.2% |