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 | $79,074 | $159,901-50.5% | $146,958-46.2% | $145,922-45.8% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 18.17% | 98.13%-80.0pp | 418.34%-400.2pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,519 | $5,286-52.3% | $4,933-48.9% | $4,660-45.9% |
| Participant deferral / active EE | $5,183 | $8,428-38.5% | $8,070-35.8% | $6,688-22.5% |
| Admin fee / account holder | $15,827 | $15,044+5.2% | $12,998+21.8% | $13,397+18.1% |