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 | $84,048 | $209,411-59.9% | $178,490-52.9% | $158,922-47.1% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 13.37% | 188.75%-175.4pp | 151.07%-137.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,549 | $5,706-72.9% | $5,011-69.1% | $4,761-67.5% |
| Participant deferral / active EE | $5,445 | $5,954-8.6% | $5,202+4.7% | $5,982-9.0% |
| Admin fee / account holder | $2,063 | $17,074-87.9% | $13,984-85.2% | $11,246-81.7% |