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 | $64,225 | $175,202-63.3% | $149,673-57.1% | $139,434-53.9% |
| Participation rate | 76.5% | 83.4%-6.9pp | 78.8%-2.3pp | 80.3%-3.8pp |
| Annual return | 20.72% | 166.71%-146.0pp | 134.42%-113.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,445 | $5,474-55.3% | $4,818-49.3% | $4,751-48.5% |
| Participant deferral / active EE | $4,675 | $6,519-28.3% | $5,680-17.7% | $6,710-30.3% |
| Admin fee / account holder | $324 | $16,150-98.0% | $13,210-97.5% | $11,403-97.2% |