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 | $27,857 | $175,202-84.1% | $149,673-81.4% | $139,434-80.0% |
| Participation rate | 82.4% | 83.4%-1.0pp | 78.8%+3.6pp | 80.3%+2.0pp |
| Annual return | 20.69% | 166.71%-146.0pp | 134.42%-113.7pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,600 | $5,474-70.8% | $4,818-66.8% | $4,751-66.3% |
| Participant deferral / active EE | $3,765 | $6,519-42.2% | $5,680-33.7% | $6,710-43.9% |
| Admin fee / account holder | $1,341 | $16,150-91.7% | $13,210-89.8% | $11,403-88.2% |