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 | $18,839 | $202,432-90.7% | $169,368-88.9% | $139,434-86.5% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 10.85% | 531.74%-520.9pp | 405.60%-394.7pp | 372.94%-362.1pp |
| Employer contribution / active EE | $899 | $4,692-80.8% | $4,013-77.6% | $4,751-81.1% |
| Participant deferral / active EE | $1,838 | $6,938-73.5% | $6,221-70.5% | $6,710-72.6% |
| Admin fee / account holder | $3,977 | $10,708-62.9% | $9,003-55.8% | $11,403-65.1% |