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 | $119,201 | $175,202-32.0% | $149,673-20.4% | $139,434-14.5% |
| Participation rate | 95.8% | 83.4%+12.5pp | 78.8%+17.1pp | 80.3%+15.5pp |
| Annual return | 18.99% | 166.71%-147.7pp | 134.42%-115.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $3,424 | $5,474-37.4% | $4,818-28.9% | $4,751-27.9% |
| Participant deferral / active EE | $3,076 | $6,519-52.8% | $5,680-45.8% | $6,710-54.2% |
| Admin fee / account holder | $4,480 | $16,150-72.3% | $13,210-66.1% | $11,403-60.7% |