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 | $134,226 | $183,963-27.0% | $162,163-17.2% | $152,861-12.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 27.75% | 150.76%-123.0pp | 115.59%-87.8pp | 345.32%-317.6pp |
| Employer contribution / active EE | $2,693 | $6,371-57.7% | $5,614-52.0% | $4,762-43.4% |
| Participant deferral / active EE | $4,864 | $8,034-39.5% | $7,298-33.3% | $5,850-16.9% |
| Admin fee / account holder | $3,841 | $13,121-70.7% | $10,843-64.6% | $11,596-66.9% |