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 | $72,420 | $165,335-56.2% | $149,696-51.6% | $158,922-54.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 34.93% | 348.15%-313.2pp | 276.60%-241.7pp | 302.83%-267.9pp |
| Employer contribution / active EE | $1,154 | $5,103-77.4% | $4,644-75.2% | $4,761-75.8% |
| Participant deferral / active EE | $9,735 | $7,181+35.6% | $6,842+42.3% | $5,982+62.7% |
| Admin fee / account holder | $556 | $10,807-94.9% | $9,309-94.0% | $11,246-95.1% |