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 | $77,079 | $169,032-54.4% | $129,207-40.3% | $145,922-47.2% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 10.98% | 14330.11%-14319.1pp | 9417.33%-9406.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,742 | $5,537-50.5% | $4,153-34.0% | $4,660-41.2% |
| Participant deferral / active EE | $3,374 | $4,987-32.3% | $4,168-19.0% | $6,688-49.5% |
| Admin fee / account holder | $3,439 | $9,954-65.5% | $7,715-55.4% | $13,397-74.3% |