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 | $47,577 | $175,202-72.8% | $149,673-68.2% | $139,434-65.9% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 16.17% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,408 | $5,474-56.0% | $4,818-50.0% | $4,751-49.3% |
| Participant deferral / active EE | $4,315 | $6,519-33.8% | $5,680-24.0% | $6,710-35.7% |
| Admin fee / account holder | $2,982 | $16,150-81.5% | $13,210-77.4% | $11,403-73.8% |