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 | $53,632 | $148,534-63.9% | $135,903-60.5% | $139,434-61.5% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 13.07% | 79.19%-66.1pp | 68.23%-55.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,533 | $5,243-70.8% | $4,856-68.4% | $4,751-67.7% |
| Participant deferral / active EE | $3,434 | $8,100-57.6% | $7,758-55.7% | $6,710-48.8% |
| Admin fee / account holder | $1,398 | $12,400-88.7% | $10,762-87.0% | $11,403-87.7% |