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 | $37,373 | $232,540-83.9% | $185,117-79.8% | $147,584-74.7% |
| Participation rate | 71.4% | 82.4%-10.9pp | 77.3%-5.8pp | 82.8%-11.4pp |
| Annual return | 11.23% | 43.03%-31.8pp | 40.50%-29.3pp | 578.55%-567.3pp |
| Employer contribution / active EE | $602 | $5,195-88.4% | $4,182-85.6% | $4,876-87.6% |
| Participant deferral / active EE | $4,579 | $5,834-21.5% | $5,045-9.2% | $5,439-15.8% |
| Admin fee / account holder | $1,016 | $10,275-90.1% | $8,159-87.5% | $10,885-90.7% |