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 7-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 | $44,996 | $209,411-78.5% | $178,490-74.8% | $158,922-71.7% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 20.42% | 188.75%-168.3pp | 151.07%-130.7pp | 302.83%-282.4pp |
| Employer contribution / active EE | $1,560 | $5,706-72.7% | $5,011-68.9% | $4,761-67.2% |
| Participant deferral / active EE | $3,946 | $5,954-33.7% | $5,202-24.1% | $5,982-34.0% |
| Admin fee / account holder | $435 | $17,074-97.5% | $13,984-96.9% | $11,246-96.1% |