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 | $44,935 | $180,749-75.1% | $160,784-72.1% | $137,256-67.3% |
| Participation rate | 95.2% | 80.0%+15.3pp | 77.0%+18.3pp | 80.0%+15.3pp |
| Annual return | 18.58% | 2234.46%-2215.9pp | 1803.92%-1785.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $3,786 | $4,155-8.9% | $3,733+1.4% | $4,156-8.9% |
| Participant deferral / active EE | $6,094 | $6,844-11.0% | $6,293-3.2% | $6,407-4.9% |
| Admin fee / account holder | $4,615 | $10,397-55.6% | $9,717-52.5% | $12,270-62.4% |