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 | $90,045 | $210,648-57.3% | $177,989-49.4% | $145,922-38.3% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 18.02% | 385.86%-367.8pp | 294.48%-276.5pp | 561.29%-543.3pp |
| Employer contribution / active EE | $2,297 | $4,565-49.7% | $3,949-41.8% | $4,660-50.7% |
| Participant deferral / active EE | $6,508 | $6,958-6.5% | $6,276+3.7% | $6,688-2.7% |
| Admin fee / account holder | $10,626 | $12,013-11.5% | $10,363+2.5% | $13,397-20.7% |