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 | $80,717 | $201,272-59.9% | $184,203-56.2% | $145,922-44.7% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 17.11% | 29.00%-11.9pp | 28.81%-11.7pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,205 | $7,022-68.6% | $6,427-65.7% | $4,660-52.7% |
| Participant deferral / active EE | $6,418 | $9,806-34.6% | $9,131-29.7% | $6,688-4.0% |
| Admin fee / account holder | $3,687 | $16,364-77.5% | $13,901-73.5% | $13,397-72.5% |