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 | $39,937 | $228,332-82.5% | $185,823-78.5% | $158,922-74.9% |
| Participation rate | 72.2% | 82.3%-10.1pp | 78.0%-5.8pp | 82.0%-9.7pp |
| Annual return | 80.94% | 40.80%+40.1pp | 35.95%+45.0pp | 302.83%-221.9pp |
| Employer contribution / active EE | $2,772 | $4,967-44.2% | $4,087-32.2% | $4,761-41.8% |
| Participant deferral / active EE | $5,939 | $6,415-7.4% | $5,632+5.4% | $5,982-0.7% |
| Admin fee / account holder | $3,571 | $11,864-69.9% | $9,500-62.4% | $11,246-68.2% |