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 | $86,098 | $105,126-18.1% | $94,646-9.0% | $139,434-38.3% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 20.51% | 38.03%-17.5pp | 156.71%-136.2pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,948 | $4,106-28.2% | $3,672-19.7% | $4,751-37.9% |
| Participant deferral / active EE | $8,050 | $7,599+5.9% | $7,418+8.5% | $6,710+20.0% |
| Admin fee / account holder | $815 | $8,984-90.9% | $7,231-88.7% | $11,403-92.9% |