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 | $68,598 | $176,056-61.0% | $159,436-57.0% | $167,490-59.0% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 15.00% | 331.75%-316.7pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,134 | $5,297-59.7% | $4,829-55.8% | $4,837-55.9% |
| Participant deferral / active EE | $4,444 | $7,750-42.7% | $7,352-39.6% | $6,341-29.9% |
| Admin fee / account holder | $832 | $12,554-93.4% | $10,799-92.3% | $12,309-93.2% |