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 | $35,267 | $176,056-80.0% | $159,436-77.9% | $167,490-78.9% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 18.25% | 331.75%-313.5pp | 263.57%-245.3pp | 478.56%-460.3pp |
| Employer contribution / active EE | $1,299 | $5,297-75.5% | $4,829-73.1% | $4,837-73.1% |
| Participant deferral / active EE | $6,688 | $7,750-13.7% | $7,352-9.0% | $6,341+5.5% |
| Admin fee / account holder | $3,627 | $12,554-71.1% | $10,799-66.4% | $12,309-70.5% |