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 7-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 | $19,408 | $175,202-88.9% | $149,673-87.0% | $139,434-86.1% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 18.57% | 166.71%-148.1pp | 134.42%-115.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,917 | $5,474-46.7% | $4,818-39.4% | $4,751-38.6% |
| Participant deferral / active EE | $4,136 | $6,519-36.5% | $5,680-27.2% | $6,710-38.4% |
| Admin fee / account holder | $1,879 | $16,150-88.4% | $13,210-85.8% | $11,403-83.5% |