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 6-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 | $92,809 | $175,202-47.0% | $149,673-38.0% | $139,434-33.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 18.64% | 166.71%-148.1pp | 134.42%-115.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $3,206 | $5,474-41.4% | $4,818-33.5% | $4,751-32.5% |
| Participant deferral / active EE | $9,529 | $6,519+46.2% | $5,680+67.8% | $6,710+42.0% |
| Admin fee / account holder | $1,083 | $16,150-93.3% | $13,210-91.8% | $11,403-90.5% |