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 | $67,733 | $209,832-67.7% | $189,513-64.3% | $167,490-59.6% |
| Participation rate | 76.2% | 88.7%-12.5pp | 87.8%-11.6pp | 82.1%-5.9pp |
| Annual return | 9.39% | 748.27%-738.9pp | 555.15%-545.8pp | 478.56%-469.2pp |
| Employer contribution / active EE | $3,032 | $6,914-56.1% | $6,162-50.8% | $4,837-37.3% |
| Participant deferral / active EE | $6,482 | $8,935-27.4% | $8,221-21.1% | $6,341+2.2% |
| Admin fee / account holder | $12,778 | $14,293-10.6% | $12,045+6.1% | $12,309+3.8% |