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 | $50,870 | $201,272-74.7% | $184,203-72.4% | $145,922-65.1% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.89% | 29.00%-14.1pp | 28.81%-13.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $3,510 | $7,022-50.0% | $6,427-45.4% | $4,660-24.7% |
| Participant deferral / active EE | $6,116 | $9,806-37.6% | $9,131-33.0% | $6,688-8.5% |
| Admin fee / account holder | $666 | $16,364-95.9% | $13,901-95.2% | $13,397-95.0% |