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 | $36,819 | $228,332-83.9% | $185,823-80.2% | $158,922-76.8% |
| Participation rate | 76.9% | 82.3%-5.4pp | 78.0%-1.1pp | 82.0%-5.0pp |
| Annual return | 22.17% | 40.80%-18.6pp | 35.95%-13.8pp | 302.83%-280.7pp |
| Employer contribution / active EE | $2,122 | $4,967-57.3% | $4,087-48.1% | $4,761-55.4% |
| Participant deferral / active EE | $6,103 | $6,415-4.9% | $5,632+8.4% | $5,982+2.0% |
| Admin fee / account holder | $551 | $11,864-95.4% | $9,500-94.2% | $11,246-95.1% |