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 | $60,651 | $159,602-62.0% | $150,045-59.6% | $142,382-57.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 30.53% | 70.24%-39.7pp | 62.55%-32.0pp | 217.08%-186.5pp |
| Employer contribution / active EE | $2,596 | $4,961-47.7% | $4,693-44.7% | $4,299-39.6% |
| Participant deferral / active EE | $3,303 | $8,310-60.3% | $7,997-58.7% | $6,507-49.2% |
| Admin fee / account holder | $863 | $14,846-94.2% | $13,435-93.6% | $12,624-93.2% |