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 | $32,578 | $157,256-79.3% | $141,162-76.9% | $152,861-78.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 20.99% | 64.32%-43.3pp | 71.39%-50.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,778 | $5,261-66.2% | $4,735-62.4% | $4,762-62.7% |
| Participant deferral / active EE | $8,445 | $7,109+18.8% | $6,709+25.9% | $5,850+44.4% |
| Admin fee / account holder | $1,713 | $12,120-85.9% | $10,261-83.3% | $11,596-85.2% |