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 | $101,221 | $183,519-44.8% | $155,509-34.9% | $145,922-30.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.09% | 61.17%-47.1pp | 64.67%-50.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,394 | $5,313-73.8% | $4,672-70.2% | $4,660-70.1% |
| Participant deferral / active EE | $3,842 | $6,462-40.6% | $5,626-31.7% | $6,688-42.6% |
| Admin fee / account holder | $12,274 | $19,313-36.4% | $15,912-22.9% | $13,397-8.4% |