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 | $71,759 | $209,411-65.7% | $178,490-59.8% | $158,922-54.8% |
| Participation rate | 72.2% | 86.3%-14.1pp | 81.9%-9.7pp | 82.0%-9.7pp |
| Annual return | 12.85% | 188.75%-175.9pp | 151.07%-138.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,403 | $5,706-75.4% | $5,011-72.0% | $4,761-70.5% |
| Participant deferral / active EE | $6,163 | $5,954+3.5% | $5,202+18.5% | $5,982+3.0% |
| Admin fee / account holder | $7,851 | $17,074-54.0% | $13,984-43.9% | $11,246-30.2% |