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 6-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 | $37,895 | $183,519-79.4% | $155,509-75.6% | $145,922-74.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 19.46% | 61.17%-41.7pp | 64.67%-45.2pp | 561.29%-541.8pp |
| Employer contribution / active EE | $1,445 | $5,313-72.8% | $4,672-69.1% | $4,660-69.0% |
| Participant deferral / active EE | $5,620 | $6,462-13.0% | $5,626-0.1% | $6,688-16.0% |
| Admin fee / account holder | $816 | $19,313-95.8% | $15,912-94.9% | $13,397-93.9% |