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 | $81,369 | $159,901-49.1% | $146,958-44.6% | $145,922-44.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 12.43% | 98.13%-85.7pp | 418.34%-405.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,537 | $5,286-52.0% | $4,933-48.6% | $4,660-45.6% |
| Participant deferral / active EE | $3,329 | $8,428-60.5% | $8,070-58.8% | $6,688-50.2% |
| Admin fee / account holder | $2,637 | $15,044-82.5% | $12,998-79.7% | $13,397-80.3% |