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 | $41,663 | $165,335-74.8% | $149,696-72.2% | $158,922-73.8% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 39.15% | 348.15%-309.0pp | 276.60%-237.5pp | 302.83%-263.7pp |
| Employer contribution / active EE | $2,605 | $5,103-49.0% | $4,644-43.9% | $4,761-45.3% |
| Participant deferral / active EE | $8,653 | $7,181+20.5% | $6,842+26.5% | $5,982+44.7% |
| Admin fee / account holder | $840 | $10,807-92.2% | $9,309-91.0% | $11,246-92.5% |