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 | $69,069 | $148,534-53.5% | $135,903-49.2% | $139,434-50.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 23.29% | 79.19%-55.9pp | 68.23%-44.9pp | 372.94%-349.7pp |
| Employer contribution / active EE | $1,325 | $5,243-74.7% | $4,856-72.7% | $4,751-72.1% |
| Participant deferral / active EE | $5,100 | $8,100-37.0% | $7,758-34.3% | $6,710-24.0% |
| Admin fee / account holder | $906 | $12,400-92.7% | $10,762-91.6% | $11,403-92.1% |