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 | $123,608 | $154,228-19.9% | $145,433-15.0% | $137,256-9.9% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 19.85% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $3,183 | $4,804-33.7% | $4,554-30.1% | $4,156-23.4% |
| Participant deferral / active EE | $8,947 | $8,216+8.9% | $7,897+13.3% | $6,407+39.6% |
| Admin fee / account holder | $1,404 | $14,344-90.2% | $13,129-89.3% | $12,270-88.6% |