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 | $95,908 | $177,572-46.0% | $154,803-38.0% | $142,382-32.6% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 16.60% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,652 | $4,810-65.6% | $4,305-61.6% | $4,299-61.6% |
| Participant deferral / active EE | $6,005 | $6,272-4.3% | $5,540+8.4% | $6,507-7.7% |
| Admin fee / account holder | $8,286 | $16,786-50.6% | $14,329-42.2% | $12,624-34.4% |