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 | $39,781 | $217,402-81.7% | $185,823-78.6% | $167,490-76.2% |
| Participation rate | 76.9% | 86.0%-9.1pp | 81.7%-4.8pp | 82.1%-5.2pp |
| Annual return | 14.90% | 148.36%-133.5pp | 122.05%-107.1pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,788 | $5,873-69.6% | $5,167-65.4% | $4,837-63.0% |
| Participant deferral / active EE | $5,583 | $6,356-12.2% | $5,568+0.3% | $6,341-12.0% |
| Admin fee / account holder | $3,004 | $19,811-84.8% | $16,237-81.5% | $12,309-75.6% |