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 | $32,727 | $138,065-76.3% | $123,544-73.5% | $135,375-75.8% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | 268.10% | 153.68%+114.4pp | 119.20%+148.9pp | 519.73%-251.6pp |
| Employer contribution / active EE | $2,270 | $5,151-55.9% | $4,628-51.0% | $4,779-52.5% |
| Participant deferral / active EE | $3,962 | $6,799-41.7% | $6,426-38.3% | $5,609-29.4% |
| Admin fee / account holder | $1,810 | $10,916-83.4% | $9,284-80.5% | $10,827-83.3% |