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 7-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 | $64,975 | $176,056-63.1% | $159,436-59.2% | $167,490-61.2% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 11.66% | 331.75%-320.1pp | 263.57%-251.9pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,368 | $5,297-74.2% | $4,829-71.7% | $4,837-71.7% |
| Participant deferral / active EE | $6,109 | $7,750-21.2% | $7,352-16.9% | $6,341-3.7% |
| Admin fee / account holder | $11,109 | $12,554-11.5% | $10,799+2.9% | $12,309-9.7% |