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 | $96,142 | $159,934-39.9% | $147,005-34.6% | $145,959-34.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.92% | 98.24%-82.3pp | 418.76%-402.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $2,834 | $5,287-46.4% | $4,934-42.6% | $4,661-39.2% |
| Participant deferral / active EE | $6,376 | $8,427-24.3% | $8,070-21.0% | $6,689-4.7% |
| Admin fee / account holder | $4,616 | $15,053-69.3% | $13,006-64.5% | $13,398-65.5% |