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 | $48,362 | $148,534-67.4% | $135,903-64.4% | $139,434-65.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 14.80% | 79.19%-64.4pp | 68.23%-53.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,509 | $5,243-52.1% | $4,856-48.3% | $4,751-47.2% |
| Participant deferral / active EE | $4,122 | $8,100-49.1% | $7,758-46.9% | $6,710-38.6% |
| Admin fee / account holder | $18,012 | $12,400+45.3% | $10,762+67.4% | $11,403+58.0% |