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 | $82,733 | $179,726-54.0% | $156,263-47.1% | $142,382-41.9% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.9%-8.3pp | 80.1%-9.5pp |
| Annual return | 16.63% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,816 | $5,069-44.5% | $4,333-35.0% | $4,299-34.5% |
| Participant deferral / active EE | $8,481 | $6,956+21.9% | $6,158+37.7% | $6,507+30.3% |
| Admin fee / account holder | $44,562 | $17,272+158.0% | $14,255+212.6% | $12,624+253.0% |