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 | $78,658 | $175,202-55.1% | $149,673-47.4% | $139,434-43.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 22.18% | 166.71%-144.5pp | 134.42%-112.2pp | 372.94%-350.8pp |
| Employer contribution / active EE | $4,038 | $5,474-26.2% | $4,818-16.2% | $4,751-15.0% |
| Participant deferral / active EE | $6,182 | $6,519-5.2% | $5,680+8.8% | $6,710-7.9% |
| Admin fee / account holder | $438 | $16,150-97.3% | $13,210-96.7% | $11,403-96.2% |