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 | $78,107 | $202,318-61.4% | $172,739-54.8% | $152,861-48.9% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 21.49% | 1029.65%-1008.2pp | 802.84%-781.4pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,804 | $5,856-69.2% | $5,143-64.9% | $4,762-62.1% |
| Participant deferral / active EE | $2,817 | $5,948-52.6% | $5,198-45.8% | $5,850-51.9% |
| Admin fee / account holder | $1,111 | $17,109-93.5% | $13,954-92.0% | $11,596-90.4% |