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 | $45,506 | $176,056-74.2% | $159,436-71.5% | $167,490-72.8% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 15.85% | 331.75%-315.9pp | 263.57%-247.7pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,175 | $5,297-77.8% | $4,829-75.7% | $4,837-75.7% |
| Participant deferral / active EE | $6,015 | $7,750-22.4% | $7,352-18.2% | $6,341-5.1% |
| Admin fee / account holder | $1,524 | $12,554-87.9% | $10,799-85.9% | $12,309-87.6% |