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 | $33,258 | $157,256-78.9% | $141,162-76.4% | $152,861-78.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 27.34% | 64.32%-37.0pp | 71.39%-44.1pp | 345.32%-318.0pp |
| Employer contribution / active EE | $2,956 | $5,261-43.8% | $4,735-37.6% | $4,762-37.9% |
| Participant deferral / active EE | $6,774 | $7,109-4.7% | $6,709+1.0% | $5,850+15.8% |
| Admin fee / account holder | $1,346 | $12,120-88.9% | $10,261-86.9% | $11,596-88.4% |