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 | $59,071 | $183,592-67.8% | $155,567-62.0% | $145,959-59.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 9.57% | 61.24%-51.7pp | 64.74%-55.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $3,565 | $5,315-32.9% | $4,674-23.7% | $4,661-23.5% |
| Participant deferral / active EE | $3,593 | $6,464-44.4% | $5,628-36.2% | $6,689-46.3% |
| Admin fee / account holder | $583 | $19,318-97.0% | $15,916-96.3% | $13,398-95.6% |