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 | $116,413 | $217,402-46.5% | $185,823-37.4% | $167,490-30.5% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 19.14% | 148.36%-129.2pp | 122.05%-102.9pp | 478.56%-459.4pp |
| Employer contribution / active EE | $2,019 | $5,873-65.6% | $5,167-60.9% | $4,837-58.3% |
| Participant deferral / active EE | $3,947 | $6,356-37.9% | $5,568-29.1% | $6,341-37.7% |
| Admin fee / account holder | $1,260 | $19,811-93.6% | $16,237-92.2% | $12,309-89.8% |