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 8-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 | $56,761 | $183,519-69.1% | $155,509-63.5% | $145,922-61.1% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 13.77% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,112 | $5,313-60.3% | $4,672-54.8% | $4,660-54.7% |
| Participant deferral / active EE | $6,633 | $6,462+2.6% | $5,626+17.9% | $6,688-0.8% |
| Admin fee / account holder | $6,985 | $19,313-63.8% | $15,912-56.1% | $13,397-47.9% |