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 | $90,626 | $177,572-49.0% | $154,803-41.5% | $142,382-36.4% |
| Participation rate | 73.7% | 82.1%-8.4pp | 78.1%-4.4pp | 80.1%-6.4pp |
| Annual return | 23.62% | 65.07%-41.5pp | 58.88%-35.3pp | 217.08%-193.5pp |
| Employer contribution / active EE | $1,922 | $4,810-60.0% | $4,305-55.4% | $4,299-55.3% |
| Participant deferral / active EE | $7,477 | $6,272+19.2% | $5,540+34.9% | $6,507+14.9% |
| Admin fee / account holder | $2,343 | $16,786-86.0% | $14,329-83.6% | $12,624-81.4% |