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 | $46,731 | $179,726-74.0% | $156,263-70.1% | $142,382-67.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 15.86% | 77.86%-62.0pp | 59.47%-43.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,835 | $5,069-44.1% | $4,333-34.6% | $4,299-34.0% |
| Participant deferral / active EE | $2,988 | $6,956-57.0% | $6,158-51.5% | $6,507-54.1% |
| Admin fee / account holder | $354 | $17,272-98.0% | $14,255-97.5% | $12,624-97.2% |