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 | $66,501 | $109,982-39.5% | $97,226-31.6% | $145,922-54.4% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.3pp | 80.3%-8.8pp |
| Annual return | 12.80% | 242.90%-230.1pp | 75.13%-62.3pp | 561.29%-548.5pp |
| Employer contribution / active EE | $995 | $3,084-67.7% | $2,729-63.5% | $4,660-78.6% |
| Participant deferral / active EE | $5,481 | $4,676+17.2% | $4,264+28.6% | $6,688-18.0% |
| Admin fee / account holder | $5,467 | $6,221-12.1% | $5,654-3.3% | $13,397-59.2% |