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 | $201,259-59.9% | $184,200-56.2% | $145,959-44.7% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 17.11% | 28.98%-11.9pp | 28.80%-11.7pp | 561.95%-544.8pp |
| Employer contribution / active EE | $2,205 | $7,018-68.6% | $6,424-65.7% | $4,661-52.7% |
| Participant deferral / active EE | $6,418 | $9,806-34.6% | $9,132-29.7% | $6,689-4.0% |
| Admin fee / account holder | $3,687 | $16,372-77.5% | $13,907-73.5% | $13,398-72.5% |