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 | $27,752 | $177,572-84.4% | $154,803-82.1% | $142,382-80.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 13.67% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $7,840 | $4,810+63.0% | $4,305+82.1% | $4,299+82.4% |
| Participant deferral / active EE | $3,000 | $6,272-52.2% | $5,540-45.9% | $6,507-53.9% |
| Admin fee / account holder | $2,288 | $16,786-86.4% | $14,329-84.0% | $12,624-81.9% |