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 | $39,645 | $165,335-76.0% | $149,696-73.5% | $158,922-75.1% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 21.69% | 348.15%-326.5pp | 276.60%-254.9pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,393 | $5,103-72.7% | $4,644-70.0% | $4,761-70.7% |
| Participant deferral / active EE | $3,940 | $7,181-45.1% | $6,842-42.4% | $5,982-34.1% |
| Admin fee / account holder | $3,600 | $10,807-66.7% | $9,309-61.3% | $11,246-68.0% |