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 | $43,334 | $202,318-78.6% | $172,739-74.9% | $152,861-71.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 23.59% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.7pp |
| Employer contribution / active EE | $3,462 | $5,856-40.9% | $5,143-32.7% | $4,762-27.3% |
| Participant deferral / active EE | $6,211 | $5,948+4.4% | $5,198+19.5% | $5,850+6.2% |
| Admin fee / account holder | $2,149 | $17,109-87.4% | $13,954-84.6% | $11,596-81.5% |