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 | $54,763 | $217,402-74.8% | $185,823-70.5% | $167,490-67.3% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 15.50% | 148.36%-132.9pp | 122.05%-106.5pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,754 | $5,873-53.1% | $5,167-46.7% | $4,837-43.1% |
| Participant deferral / active EE | $7,213 | $6,356+13.5% | $5,568+29.6% | $6,341+13.8% |
| Admin fee / account holder | $384 | $19,811-98.1% | $16,237-97.6% | $12,309-96.9% |