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 7-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 | $38,521 | $202,318-81.0% | $172,739-77.7% | $152,861-74.8% |
| Participation rate | 70.6% | 87.1%-16.5pp | 82.6%-12.1pp | 82.4%-11.9pp |
| Annual return | 25.99% | 1029.65%-1003.7pp | 802.84%-776.9pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,598 | $5,856-72.7% | $5,143-68.9% | $4,762-66.4% |
| Participant deferral / active EE | $3,817 | $5,948-35.8% | $5,198-26.6% | $5,850-34.8% |
| Admin fee / account holder | $516 | $17,109-97.0% | $13,954-96.3% | $11,596-95.6% |