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 | $65,368 | $81,248-19.5% | $155,509-58.0% | $80,856-19.2% |
| Participation rate | 93.2% | 66.2%+27.0pp | 78.2%+15.0pp | 67.6%+25.5pp |
| Annual return | 652.03% | 33.31%+618.7pp | 64.67%+587.4pp | 35.59%+616.4pp |
| Employer contribution / active EE | $382 | $3,100-87.7% | $4,672-91.8% | $2,755-86.1% |
| Participant deferral / active EE | $1,312 | $3,452-62.0% | $5,626-76.7% | $4,296-69.5% |
| Admin fee / account holder | $3,315 | $7,997-58.6% | $15,912-79.2% | $6,918-52.1% |