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 | $72,038 | $159,934-55.0% | $147,005-51.0% | $145,959-50.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 21.17% | 98.24%-77.1pp | 418.76%-397.6pp | 561.95%-540.8pp |
| Employer contribution / active EE | $7,392 | $5,287+39.8% | $4,934+49.8% | $4,661+58.6% |
| Participant deferral / active EE | $17,599 | $8,427+108.8% | $8,070+118.1% | $6,689+163.1% |
| Admin fee / account holder | $8,603 | $15,053-42.8% | $13,006-33.9% | $13,398-35.8% |