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 | $28,601 | $165,335-82.7% | $149,696-80.9% | $158,922-82.0% |
| Participation rate | 87.0% | 84.6%+2.4pp | 82.5%+4.5pp | 82.0%+5.0pp |
| Annual return | 47.91% | 348.15%-300.2pp | 276.60%-228.7pp | 302.83%-254.9pp |
| Employer contribution / active EE | $1,224 | $5,103-76.0% | $4,644-73.7% | $4,761-74.3% |
| Participant deferral / active EE | $7,775 | $7,181+8.3% | $6,842+13.6% | $5,982+30.0% |
| Admin fee / account holder | $507 | $10,807-95.3% | $9,309-94.6% | $11,246-95.5% |