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 | $48,647 | $175,202-72.2% | $149,673-67.5% | $139,434-65.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 19.85% | 166.71%-146.9pp | 134.42%-114.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,866 | $5,474-65.9% | $4,818-61.3% | $4,751-60.7% |
| Participant deferral / active EE | $3,770 | $6,519-42.2% | $5,680-33.6% | $6,710-43.8% |
| Admin fee / account holder | $1,343 | $16,150-91.7% | $13,210-89.8% | $11,403-88.2% |