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 8-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 | $54,110 | $159,901-66.2% | $146,958-63.2% | $145,922-62.9% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 14.16% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,401 | $5,286-54.6% | $4,933-51.3% | $4,660-48.5% |
| Participant deferral / active EE | $9,092 | $8,428+7.9% | $8,070+12.7% | $6,688+36.0% |
| Admin fee / account holder | $587 | $15,044-96.1% | $12,998-95.5% | $13,397-95.6% |