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 | $35,082 | $175,202-80.0% | $149,673-76.6% | $139,434-74.8% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 22.96% | 166.71%-143.8pp | 134.42%-111.5pp | 372.94%-350.0pp |
| Employer contribution / active EE | $3,431 | $5,474-37.3% | $4,818-28.8% | $4,751-27.8% |
| Participant deferral / active EE | $4,220 | $6,519-35.3% | $5,680-25.7% | $6,710-37.1% |
| Admin fee / account holder | $3,489 | $16,150-78.4% | $13,210-73.6% | $11,403-69.4% |