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 | $104,335 | $172,111-39.4% | $150,298-30.6% | $137,256-24.0% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 20.30% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,821 | $4,636-60.7% | $4,154-56.2% | $4,156-56.2% |
| Participant deferral / active EE | $6,503 | $6,166+5.5% | $5,453+19.3% | $6,407+1.5% |
| Admin fee / account holder | $708 | $16,471-95.7% | $14,116-95.0% | $12,270-94.2% |