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 | $53,881 | $175,202-69.2% | $149,673-64.0% | $139,434-61.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 20.96% | 166.71%-145.7pp | 134.42%-113.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,880 | $5,474-65.7% | $4,818-61.0% | $4,751-60.4% |
| Participant deferral / active EE | $2,765 | $6,519-57.6% | $5,680-51.3% | $6,710-58.8% |
| Admin fee / account holder | $602 | $16,150-96.3% | $13,210-95.4% | $11,403-94.7% |