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 | $45,189 | $214,378-78.9% | $200,582-77.5% | $142,382-68.3% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 16.81% | 46.41%-29.6pp | 42.33%-25.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,934 | $6,841-71.7% | $6,419-69.9% | $4,299-55.0% |
| Participant deferral / active EE | $4,274 | $9,865-56.7% | $9,331-54.2% | $6,507-34.3% |
| Admin fee / account holder | $464 | $17,692-97.4% | $16,305-97.2% | $12,624-96.3% |