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 | $84,845 | $148,534-42.9% | $135,903-37.6% | $139,434-39.2% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 13.87% | 79.19%-65.3pp | 68.23%-54.4pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,693 | $5,243-67.7% | $4,856-65.1% | $4,751-64.4% |
| Participant deferral / active EE | $4,567 | $8,100-43.6% | $7,758-41.1% | $6,710-31.9% |
| Admin fee / account holder | $1,007 | $12,400-91.9% | $10,762-90.6% | $11,403-91.2% |