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 | $63,251 | $209,411-69.8% | $178,490-64.6% | $158,922-60.2% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 17.44% | 188.75%-171.3pp | 151.07%-133.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,371 | $5,706-58.4% | $5,011-52.7% | $4,761-50.2% |
| Participant deferral / active EE | $6,503 | $5,954+9.2% | $5,202+25.0% | $5,982+8.7% |
| Admin fee / account holder | $981 | $17,074-94.3% | $13,984-93.0% | $11,246-91.3% |