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 | $62,778 | $209,832-70.1% | $189,513-66.9% | $167,490-62.5% |
| Participation rate | 72.7% | 88.7%-15.9pp | 87.8%-15.1pp | 82.1%-9.4pp |
| Annual return | 17.35% | 748.27%-730.9pp | 555.15%-537.8pp | 478.56%-461.2pp |
| Employer contribution / active EE | $4,733 | $6,914-31.5% | $6,162-23.2% | $4,837-2.2% |
| Participant deferral / active EE | $10,223 | $8,935+14.4% | $8,221+24.4% | $6,341+61.2% |
| Admin fee / account holder | $13,572 | $14,293-5.0% | $12,045+12.7% | $12,309+10.3% |