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 8-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 | $99,558 | $209,336-52.4% | $197,124-49.5% | $137,256-27.5% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 18.33% | 48.09%-29.8pp | 44.34%-26.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,375 | $6,591-64.0% | $6,227-61.9% | $4,156-42.9% |
| Participant deferral / active EE | $9,378 | $9,614-2.5% | $9,135+2.7% | $6,407+46.4% |
| Admin fee / account holder | $10,069 | $17,308-41.8% | $16,298-38.2% | $12,270-17.9% |