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 | $31,812 | $159,602-80.1% | $150,045-78.8% | $142,382-77.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 12.59% | 70.24%-57.6pp | 62.55%-50.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,995 | $4,961-59.8% | $4,693-57.5% | $4,299-53.6% |
| Participant deferral / active EE | $2,930 | $8,310-64.7% | $7,997-63.4% | $6,507-55.0% |
| Admin fee / account holder | $451 | $14,846-97.0% | $13,435-96.6% | $12,624-96.4% |