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 | $33,090 | $217,402-84.8% | $185,823-82.2% | $167,490-80.2% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 16.63% | 148.36%-131.7pp | 122.05%-105.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,948 | $5,873-66.8% | $5,167-62.3% | $4,837-59.7% |
| Participant deferral / active EE | $3,303 | $6,356-48.0% | $5,568-40.7% | $6,341-47.9% |
| Admin fee / account holder | $1,332 | $19,811-93.3% | $16,237-91.8% | $12,309-89.2% |