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 | $64,212 | $148,534-56.8% | $135,903-52.8% | $139,434-53.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 18.15% | 79.19%-61.0pp | 68.23%-50.1pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,125 | $5,243-78.5% | $4,856-76.8% | $4,751-76.3% |
| Participant deferral / active EE | $5,484 | $8,100-32.3% | $7,758-29.3% | $6,710-18.3% |
| Admin fee / account holder | $8,075 | $12,400-34.9% | $10,762-25.0% | $11,403-29.2% |