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 | $31,879 | $148,534-78.5% | $135,903-76.5% | $139,434-77.1% |
| Participation rate | 73.9% | 83.9%-9.9pp | 81.9%-8.0pp | 80.3%-6.4pp |
| Annual return | 45.34% | 79.19%-33.9pp | 68.23%-22.9pp | 372.94%-327.6pp |
| Employer contribution / active EE | $2,238 | $5,243-57.3% | $4,856-53.9% | $4,751-52.9% |
| Participant deferral / active EE | $8,890 | $8,100+9.8% | $7,758+14.6% | $6,710+32.5% |
| Admin fee / account holder | $6,755 | $12,400-45.5% | $10,762-37.2% | $11,403-40.8% |