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 | $31,545 | $180,749-82.5% | $160,784-80.4% | $137,256-77.0% |
| Participation rate | 81.8% | 80.0%+1.8pp | 77.0%+4.9pp | 80.0%+1.9pp |
| Annual return | 18.10% | 2234.46%-2216.4pp | 1803.92%-1785.8pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,438 | $4,155-41.3% | $3,733-34.7% | $4,156-41.3% |
| Participant deferral / active EE | $5,617 | $6,844-17.9% | $6,293-10.7% | $6,407-12.3% |
| Admin fee / account holder | $1,303 | $10,397-87.5% | $9,717-86.6% | $12,270-89.4% |