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 | $32,575 | $176,056-81.5% | $159,436-79.6% | $167,490-80.6% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 16.79% | 331.75%-315.0pp | 263.57%-246.8pp | 478.56%-461.8pp |
| Employer contribution / active EE | $1,068 | $5,297-79.8% | $4,829-77.9% | $4,837-77.9% |
| Participant deferral / active EE | $4,245 | $7,750-45.2% | $7,352-42.3% | $6,341-33.1% |
| Admin fee / account holder | $308 | $12,554-97.5% | $10,799-97.1% | $12,309-97.5% |