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 | $58,628 | $176,056-66.7% | $159,436-63.2% | $167,490-65.0% |
| Participation rate | 95.0% | 84.9%+10.1pp | 82.8%+12.2pp | 82.1%+12.9pp |
| Annual return | 30.02% | 331.75%-301.7pp | 263.57%-233.6pp | 478.56%-448.5pp |
| Employer contribution / active EE | $5,076 | $5,297-4.2% | $4,829+5.1% | $4,837+4.9% |
| Participant deferral / active EE | $11,787 | $7,750+52.1% | $7,352+60.3% | $6,341+85.9% |
| Admin fee / account holder | $2,949 | $12,554-76.5% | $10,799-72.7% | $12,309-76.0% |