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 | $30,849 | $124,185-75.2% | $108,410-71.5% | $167,490-81.6% |
| Participation rate | 78.6% | 82.3%-3.7pp | 80.1%-1.6pp | 82.1%-3.5pp |
| Annual return | 18.60% | 1379.64%-1361.0pp | 905.27%-886.7pp | 478.56%-460.0pp |
| Employer contribution / active EE | $2,558 | $4,187-38.9% | $3,558-28.1% | $4,837-47.1% |
| Participant deferral / active EE | $6,312 | $6,908-8.6% | $6,563-3.8% | $6,341-0.5% |
| Admin fee / account holder | $884 | $9,455-90.6% | $7,295-87.9% | $12,309-92.8% |