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 | $39,121 | $183,519-78.7% | $155,509-74.8% | $145,922-73.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 18.64% | 61.17%-42.5pp | 64.67%-46.0pp | 561.29%-542.6pp |
| Employer contribution / active EE | $2,611 | $5,313-50.8% | $4,672-44.1% | $4,660-44.0% |
| Participant deferral / active EE | $3,837 | $6,462-40.6% | $5,626-31.8% | $6,688-42.6% |
| Admin fee / account holder | $1,183 | $19,313-93.9% | $15,912-92.6% | $13,397-91.2% |