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 | $63,433 | $167,307-62.1% | $143,757-55.9% | $134,475-52.8% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | 30.56% | 0.46%+30.1pp | -0.04%+30.6pp | 417.96%-387.4pp |
| Employer contribution / active EE | $2,833 | $5,619-49.6% | $4,951-42.8% | $4,740-40.2% |
| Participant deferral / active EE | $5,711 | $6,446-11.4% | $5,637+1.3% | $6,400-10.8% |
| Admin fee / account holder | $1,923 | $18,088-89.4% | $14,673-86.9% | $11,426-83.2% |