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 | $27,234 | $175,202-84.5% | $149,673-81.8% | $139,434-80.5% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 13.09% | 166.71%-153.6pp | 134.42%-121.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,597 | $5,474-52.6% | $4,818-46.1% | $4,751-45.3% |
| Participant deferral / active EE | $7,046 | $6,519+8.1% | $5,680+24.1% | $6,710+5.0% |
| Admin fee / account holder | $1,221 | $16,150-92.4% | $13,210-90.8% | $11,403-89.3% |