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 6-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 | $105,335 | $209,336-49.7% | $197,124-46.6% | $137,256-23.3% |
| Participation rate | 78.6% | 87.3%-8.7pp | 86.7%-8.1pp | 80.0%-1.4pp |
| Annual return | 55.19% | 48.09%+7.1pp | 44.34%+10.8pp | 220.34%-165.2pp |
| Employer contribution / active EE | $1,892 | $6,591-71.3% | $6,227-69.6% | $4,156-54.5% |
| Participant deferral / active EE | $4,638 | $9,614-51.8% | $9,135-49.2% | $6,407-27.6% |
| Admin fee / account holder | $2,529 | $17,308-85.4% | $16,298-84.5% | $12,270-79.4% |