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 7-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 | $82,935 | $214,378-61.3% | $200,582-58.7% | $142,382-41.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 31.42% | 46.41%-15.0pp | 42.33%-10.9pp | 217.08%-185.7pp |
| Employer contribution / active EE | $1,875 | $6,841-72.6% | $6,419-70.8% | $4,299-56.4% |
| Participant deferral / active EE | $5,988 | $9,865-39.3% | $9,331-35.8% | $6,507-8.0% |
| Admin fee / account holder | $3,785 | $17,692-78.6% | $16,305-76.8% | $12,624-70.0% |