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 | $33,811 | $209,411-83.9% | $178,490-81.1% | $158,922-78.7% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 15.39% | 188.75%-173.4pp | 151.07%-135.7pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,039 | $5,706-64.3% | $5,011-59.3% | $4,761-57.2% |
| Participant deferral / active EE | $4,201 | $5,954-29.4% | $5,202-19.2% | $5,982-29.8% |
| Admin fee / account holder | $6,636 | $17,074-61.1% | $13,984-52.5% | $11,246-41.0% |