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 | $88,992 | $177,572-49.9% | $154,803-42.5% | $142,382-37.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 14.47% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,640 | $4,810-45.1% | $4,305-38.7% | $4,299-38.6% |
| Participant deferral / active EE | $4,894 | $6,272-22.0% | $5,540-11.7% | $6,507-24.8% |
| Admin fee / account holder | $687 | $16,786-95.9% | $14,329-95.2% | $12,624-94.6% |