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 | $68,261 | $175,202-61.0% | $149,673-54.4% | $139,434-51.0% |
| Participation rate | 70.6% | 83.4%-12.8pp | 78.8%-8.2pp | 80.3%-9.7pp |
| Annual return | 23.18% | 166.71%-143.5pp | 134.42%-111.2pp | 372.94%-349.8pp |
| Employer contribution / active EE | $1,428 | $5,474-73.9% | $4,818-70.4% | $4,751-69.9% |
| Participant deferral / active EE | $5,339 | $6,519-18.1% | $5,680-6.0% | $6,710-20.4% |
| Admin fee / account holder | $5,941 | $16,150-63.2% | $13,210-55.0% | $11,403-47.9% |