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 | $35,903 | $165,335-78.3% | $149,696-76.0% | $158,922-77.4% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 9.14% | 348.15%-339.0pp | 276.60%-267.5pp | 302.83%-293.7pp |
| Employer contribution / active EE | $2,552 | $5,103-50.0% | $4,644-45.0% | $4,761-46.4% |
| Participant deferral / active EE | $5,460 | $7,181-24.0% | $6,842-20.2% | $5,982-8.7% |
| Admin fee / account holder | $2,111 | $10,807-80.5% | $9,309-77.3% | $11,246-81.2% |