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 | $32,566 | $209,411-84.4% | $178,490-81.8% | $158,922-79.5% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 19.05% | 188.75%-169.7pp | 151.07%-132.0pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,487 | $5,706-56.4% | $5,011-50.4% | $4,761-47.8% |
| Participant deferral / active EE | $6,456 | $5,954+8.4% | $5,202+24.1% | $5,982+7.9% |
| Admin fee / account holder | $1,355 | $17,074-92.1% | $13,984-90.3% | $11,246-88.0% |