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 | $46,470 | $154,228-69.9% | $145,433-68.0% | $137,256-66.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 12.55% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $5,654 | $4,804+17.7% | $4,554+24.1% | $4,156+36.0% |
| Participant deferral / active EE | $18,170 | $8,216+121.1% | $7,897+130.1% | $6,407+183.6% |
| Admin fee / account holder | $61,271 | $14,344+327.2% | $13,129+366.7% | $12,270+399.3% |