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 7-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 | $42,878 | $154,228-72.2% | $145,433-70.5% | $137,256-68.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 23.34% | 74.59%-51.3pp | 66.58%-43.2pp | 220.34%-197.0pp |
| Employer contribution / active EE | $7,954 | $4,804+65.6% | $4,554+74.6% | $4,156+91.4% |
| Participant deferral / active EE | $20,832 | $8,216+153.5% | $7,897+163.8% | $6,407+225.2% |
| Admin fee / account holder | $28,848 | $14,344+101.1% | $13,129+119.7% | $12,270+135.1% |