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 | $169,161-54.4% | $129,295-40.4% | $145,959-47.2% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 10.98% | 14348.07%-14337.1pp | 9429.28%-9418.3pp | 561.95%-551.0pp |
| Employer contribution / active EE | $2,742 | $5,543-50.5% | $4,157-34.0% | $4,661-41.2% |
| Participant deferral / active EE | $3,374 | $4,989-32.4% | $4,169-19.1% | $6,689-49.5% |
| Admin fee / account holder | $3,439 | $9,878-65.2% | $7,665-55.1% | $13,398-74.3% |