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 | $70,031 | $138,044-49.3% | $125,339-44.1% | $134,475-47.9% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | 8.24% | 750.33%-742.1pp | 572.05%-563.8pp | 417.96%-409.7pp |
| Employer contribution / active EE | $2,872 | $5,243-45.2% | $4,814-40.3% | $4,740-39.4% |
| Participant deferral / active EE | $7,090 | $7,799-9.1% | $7,446-4.8% | $6,400+10.8% |
| Admin fee / account holder | $6,958 | $11,571-39.9% | $10,010-30.5% | $11,426-39.1% |