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 | $108,716 | $209,411-48.1% | $178,490-39.1% | $158,922-31.6% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 16.37% | 188.75%-172.4pp | 151.07%-134.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,040 | $5,706-64.3% | $5,011-59.3% | $4,761-57.2% |
| Participant deferral / active EE | $4,724 | $5,954-20.7% | $5,202-9.2% | $5,982-21.0% |
| Admin fee / account holder | $7,492 | $17,074-56.1% | $13,984-46.4% | $11,246-33.4% |