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 | $116,503 | $159,901-27.1% | $146,958-20.7% | $145,922-20.2% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 11.04% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,380 | $5,286-55.0% | $4,933-51.8% | $4,660-48.9% |
| Participant deferral / active EE | $8,553 | $8,428+1.5% | $8,070+6.0% | $6,688+27.9% |
| Admin fee / account holder | $475 | $15,044-96.8% | $12,998-96.3% | $13,397-96.5% |