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 8-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 | $68,972 | $105,126-34.4% | $94,646-27.1% | $139,434-50.5% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 21.74% | 38.03%-16.3pp | 156.71%-135.0pp | 372.94%-351.2pp |
| Employer contribution / active EE | $3,950 | $4,106-3.8% | $3,672+7.6% | $4,751-16.8% |
| Participant deferral / active EE | $5,978 | $7,599-21.3% | $7,418-19.4% | $6,710-10.9% |
| Admin fee / account holder | $1,126 | $8,984-87.5% | $7,231-84.4% | $11,403-90.1% |