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 9-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 | $37,057 | $175,202-78.8% | $149,673-75.2% | $139,434-73.4% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 12.22% | 166.71%-154.5pp | 134.42%-122.2pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,760 | $5,474-67.9% | $4,818-63.5% | $4,751-63.0% |
| Participant deferral / active EE | $3,658 | $6,519-43.9% | $5,680-35.6% | $6,710-45.5% |
| Admin fee / account holder | $3,492 | $16,150-78.4% | $13,210-73.6% | $11,403-69.4% |