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 | $98,765 | $198,466-50.2% | $170,442-42.1% | $147,584-33.1% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 14.51% | 257.29%-242.8pp | 205.93%-191.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $2,345 | $6,184-62.1% | $5,433-56.8% | $4,876-51.9% |
| Participant deferral / active EE | $6,076 | $5,629+7.9% | $4,939+23.0% | $5,439+11.7% |
| Admin fee / account holder | $1,015 | $16,852-94.0% | $13,880-92.7% | $10,885-90.7% |