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 | $82,066 | $209,411-60.8% | $178,490-54.0% | $158,922-48.4% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 14.45% | 188.75%-174.3pp | 151.07%-136.6pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,041 | $5,706-64.2% | $5,011-59.3% | $4,761-57.1% |
| Participant deferral / active EE | $8,489 | $5,954+42.6% | $5,202+63.2% | $5,982+41.9% |
| Admin fee / account holder | $1,511 | $17,074-91.2% | $13,984-89.2% | $11,246-86.6% |