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 | $115,066 | $179,726-36.0% | $156,263-26.4% | $142,382-19.2% |
| Participation rate | 76.9% | 82.1%-5.2pp | 78.9%-2.0pp | 80.1%-3.2pp |
| Annual return | 21.69% | 77.86%-56.2pp | 59.47%-37.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,917 | $5,069-42.5% | $4,333-32.7% | $4,299-32.2% |
| Participant deferral / active EE | $10,167 | $6,956+46.2% | $6,158+65.1% | $6,507+56.2% |
| Admin fee / account holder | $11,464 | $17,272-33.6% | $14,255-19.6% | $12,624-9.2% |