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 | $54,858 | $217,402-74.8% | $185,823-70.5% | $167,490-67.2% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 45.74% | 148.36%-102.6pp | 122.05%-76.3pp | 478.56%-432.8pp |
| Employer contribution / active EE | $1,455 | $5,873-75.2% | $5,167-71.8% | $4,837-69.9% |
| Participant deferral / active EE | $16,261 | $6,356+155.8% | $5,568+192.1% | $6,341+156.4% |
| Admin fee / account holder | $1,008 | $19,811-94.9% | $16,237-93.8% | $12,309-91.8% |