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 | $36,718 | $183,963-80.0% | $162,163-77.4% | $152,861-76.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 24.58% | 150.76%-126.2pp | 115.59%-91.0pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,621 | $6,371-74.6% | $5,614-71.1% | $4,762-66.0% |
| Participant deferral / active EE | $8,140 | $8,034+1.3% | $7,298+11.5% | $5,850+39.1% |
| Admin fee / account holder | $424 | $13,121-96.8% | $10,843-96.1% | $11,596-96.3% |