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 | $18,208 | $118,450-84.6% | $98,439-81.5% | $139,434-86.9% |
| Participation rate | 95.5% | 77.4%+18.0pp | 75.2%+20.3pp | 80.3%+15.1pp |
| Annual return | 18.93% | 18.94%0pp | 21.16%-2.2pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,768 | $3,609-51.0% | $3,048-42.0% | $4,751-62.8% |
| Participant deferral / active EE | $2,982 | $5,392-44.7% | $4,738-37.1% | $6,710-55.6% |
| Admin fee / account holder | $315 | $14,026-97.8% | $8,948-96.5% | $11,403-97.2% |