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 | $29,186 | $159,602-81.7% | $150,045-80.5% | $142,382-79.5% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 17.69% | 70.24%-52.5pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,370 | $4,961-72.4% | $4,693-70.8% | $4,299-68.1% |
| Participant deferral / active EE | $2,864 | $8,310-65.5% | $7,997-64.2% | $6,507-56.0% |
| Admin fee / account holder | $1,681 | $14,846-88.7% | $13,435-87.5% | $12,624-86.7% |