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 6-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 | $66,588 | $148,534-55.2% | $135,903-51.0% | $139,434-52.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 17.58% | 79.19%-61.6pp | 68.23%-50.6pp | 372.94%-355.4pp |
| Employer contribution / active EE | $3,753 | $5,243-28.4% | $4,856-22.7% | $4,751-21.0% |
| Participant deferral / active EE | $7,134 | $8,100-11.9% | $7,758-8.0% | $6,710+6.3% |
| Admin fee / account holder | $735 | $12,400-94.1% | $10,762-93.2% | $11,403-93.6% |