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 | $50,806 | $175,202-71.0% | $149,673-66.1% | $139,434-63.6% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 15.05% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,732 | $5,474-68.4% | $4,818-64.0% | $4,751-63.5% |
| Participant deferral / active EE | $2,311 | $6,519-64.5% | $5,680-59.3% | $6,710-65.6% |
| Admin fee / account holder | $517 | $16,150-96.8% | $13,210-96.1% | $11,403-95.5% |