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 | $55,553 | $228,332-75.7% | $185,823-70.1% | $158,922-65.0% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 40.99% | 40.80%+0.2pp | 35.95%+5.0pp | 302.83%-261.8pp |
| Employer contribution / active EE | $2,031 | $4,967-59.1% | $4,087-50.3% | $4,761-57.3% |
| Participant deferral / active EE | $8,387 | $6,415+30.8% | $5,632+48.9% | $5,982+40.2% |
| Admin fee / account holder | $703 | $11,864-94.1% | $9,500-92.6% | $11,246-93.7% |