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 | $37,189 | $169,032-78.0% | $129,207-71.2% | $145,922-74.5% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 16.89% | 14330.11%-14313.2pp | 9417.33%-9400.4pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,248 | $5,537-77.5% | $4,153-69.9% | $4,660-73.2% |
| Participant deferral / active EE | $4,552 | $4,987-8.7% | $4,168+9.2% | $6,688-31.9% |
| Admin fee / account holder | $972 | $9,954-90.2% | $7,715-87.4% | $13,397-92.7% |