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 9-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 | $58,232 | $148,534-60.8% | $135,903-57.2% | $139,434-58.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 23.22% | 79.19%-56.0pp | 68.23%-45.0pp | 372.94%-349.7pp |
| Employer contribution / active EE | $2,539 | $5,243-51.6% | $4,856-47.7% | $4,751-46.6% |
| Participant deferral / active EE | $6,458 | $8,100-20.3% | $7,758-16.8% | $6,710-3.8% |
| Admin fee / account holder | $809 | $12,400-93.5% | $10,762-92.5% | $11,403-92.9% |