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 | $60,010 | $175,202-65.7% | $149,673-59.9% | $139,434-57.0% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 19.53% | 166.71%-147.2pp | 134.42%-114.9pp | 372.94%-353.4pp |
| Employer contribution / active EE | $3,078 | $5,474-43.8% | $4,818-36.1% | $4,751-35.2% |
| Participant deferral / active EE | $5,797 | $6,519-11.1% | $5,680+2.1% | $6,710-13.6% |
| Admin fee / account holder | $1,036 | $16,150-93.6% | $13,210-92.2% | $11,403-90.9% |