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 | $32,626 | $209,411-84.4% | $178,490-81.7% | $158,922-79.5% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 12.01% | 188.75%-176.7pp | 151.07%-139.1pp | 302.83%-290.8pp |
| Employer contribution / active EE | $7,511 | $5,706+31.6% | $5,011+49.9% | $4,761+57.8% |
| Participant deferral / active EE | $7,306 | $5,954+22.7% | $5,202+40.4% | $5,982+22.1% |
| Admin fee / account holder | $2,449 | $17,074-85.7% | $13,984-82.5% | $11,246-78.2% |