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 | $62,502 | $202,318-69.1% | $172,739-63.8% | $152,861-59.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 15.82% | 1029.65%-1013.8pp | 802.84%-787.0pp | 345.32%-329.5pp |
| Employer contribution / active EE | $2,788 | $5,856-52.4% | $5,143-45.8% | $4,762-41.5% |
| Participant deferral / active EE | $3,500 | $5,948-41.2% | $5,198-32.7% | $5,850-40.2% |
| Admin fee / account holder | $553 | $17,109-96.8% | $13,954-96.0% | $11,596-95.2% |