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 | $69,497 | $159,602-56.5% | $150,045-53.7% | $142,382-51.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 20.99% | 70.24%-49.2pp | 62.55%-41.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,210 | $4,961-35.3% | $4,693-31.6% | $4,299-25.3% |
| Participant deferral / active EE | $4,431 | $8,310-46.7% | $7,997-44.6% | $6,507-31.9% |
| Admin fee / account holder | $530 | $14,846-96.4% | $13,435-96.1% | $12,624-95.8% |