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 | $93,785 | $209,411-55.2% | $178,490-47.5% | $158,922-41.0% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 11.09% | 188.75%-177.7pp | 151.07%-140.0pp | 302.83%-291.7pp |
| Employer contribution / active EE | $2,344 | $5,706-58.9% | $5,011-53.2% | $4,761-50.8% |
| Participant deferral / active EE | $3,667 | $5,954-38.4% | $5,202-29.5% | $5,982-38.7% |
| Admin fee / account holder | $1,364 | $17,074-92.0% | $13,984-90.2% | $11,246-87.9% |