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 9-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 | $59,820 | $209,411-71.4% | $178,490-66.5% | $158,922-62.4% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 13.12% | 188.75%-175.6pp | 151.07%-137.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,938 | $5,706-66.0% | $5,011-61.3% | $4,761-59.3% |
| Participant deferral / active EE | $9,806 | $5,954+64.7% | $5,202+88.5% | $5,982+63.9% |
| Admin fee / account holder | $427 | $17,074-97.5% | $13,984-97.0% | $11,246-96.2% |