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 | $68,048 | $217,402-68.7% | $185,823-63.4% | $167,490-59.4% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 14.19% | 148.36%-134.2pp | 122.05%-107.9pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,343 | $5,873-77.1% | $5,167-74.0% | $4,837-72.2% |
| Participant deferral / active EE | $2,446 | $6,356-61.5% | $5,568-56.1% | $6,341-61.4% |
| Admin fee / account holder | $16,167 | $19,811-18.4% | $16,237-0.4% | $12,309+31.3% |