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 | $67,016 | $175,202-61.7% | $149,673-55.2% | $139,434-51.9% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 12.66% | 166.71%-154.1pp | 134.42%-121.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,424 | $5,474-55.7% | $4,818-49.7% | $4,751-49.0% |
| Participant deferral / active EE | $4,358 | $6,519-33.1% | $5,680-23.3% | $6,710-35.1% |
| Admin fee / account holder | $1,125 | $16,150-93.0% | $13,210-91.5% | $11,403-90.1% |