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 | $70,467 | $201,272-65.0% | $184,203-61.7% | $145,922-51.7% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 11.93% | 29.00%-17.1pp | 28.81%-16.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,335 | $7,022-52.5% | $6,427-48.1% | $4,660-28.4% |
| Participant deferral / active EE | $4,140 | $9,806-57.8% | $9,131-54.7% | $6,688-38.1% |
| Admin fee / account holder | $3,008 | $16,364-81.6% | $13,901-78.4% | $13,397-77.5% |