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 | $81,970 | $197,591-58.5% | $177,821-53.9% | $158,922-48.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 15.13% | 58.76%-43.6pp | 48.32%-33.2pp | 302.83%-287.7pp |
| Employer contribution / active EE | $3,082 | $6,697-54.0% | $5,918-47.9% | $4,761-35.3% |
| Participant deferral / active EE | $7,559 | $8,405-10.1% | $7,714-2.0% | $5,982+26.4% |
| Admin fee / account holder | $25,081 | $15,399+62.9% | $12,427+101.8% | $11,246+123.0% |