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 | $54,394 | $209,411-74.0% | $178,490-69.5% | $158,922-65.8% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 10.54% | 188.75%-178.2pp | 151.07%-140.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $3,072 | $5,706-46.2% | $5,011-38.7% | $4,761-35.5% |
| Participant deferral / active EE | $4,411 | $5,954-25.9% | $5,202-15.2% | $5,982-26.3% |
| Admin fee / account holder | $633 | $17,074-96.3% | $13,984-95.5% | $11,246-94.4% |