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 | $37,691 | $217,402-82.7% | $185,823-79.7% | $167,490-77.5% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 26.49% | 148.36%-121.9pp | 122.05%-95.6pp | 478.56%-452.1pp |
| Employer contribution / active EE | $2,522 | $5,873-57.1% | $5,167-51.2% | $4,837-47.9% |
| Participant deferral / active EE | $4,510 | $6,356-29.0% | $5,568-19.0% | $6,341-28.9% |
| Admin fee / account holder | $601 | $19,811-97.0% | $16,237-96.3% | $12,309-95.1% |