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 | $125,903 | $209,411-39.9% | $178,490-29.5% | $158,922-20.8% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 10.02% | 188.75%-178.7pp | 151.07%-141.1pp | 302.83%-292.8pp |
| Employer contribution / active EE | $7,248 | $5,706+27.0% | $5,011+44.6% | $4,761+52.2% |
| Participant deferral / active EE | $7,786 | $5,954+30.8% | $5,202+49.7% | $5,982+30.2% |
| Admin fee / account holder | $1,333 | $17,074-92.2% | $13,984-90.5% | $11,246-88.1% |