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 | $40,558 | $165,335-75.5% | $149,696-72.9% | $158,922-74.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 20.78% | 348.15%-327.4pp | 276.60%-255.8pp | 302.83%-282.0pp |
| Employer contribution / active EE | $3,702 | $5,103-27.5% | $4,644-20.3% | $4,761-22.2% |
| Participant deferral / active EE | $7,942 | $7,181+10.6% | $6,842+16.1% | $5,982+32.8% |
| Admin fee / account holder | $40,714 | $10,807+276.8% | $9,309+337.4% | $11,246+262.0% |