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 | $71,647 | $157,256-54.4% | $141,162-49.2% | $152,861-53.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 22.46% | 64.32%-41.9pp | 71.39%-48.9pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,393 | $5,261-35.5% | $4,735-28.3% | $4,762-28.7% |
| Participant deferral / active EE | $8,601 | $7,109+21.0% | $6,709+28.2% | $5,850+47.0% |
| Admin fee / account holder | $601 | $12,120-95.0% | $10,261-94.1% | $11,596-94.8% |