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 | $29,770 | $172,478-82.7% | $145,661-79.6% | $142,382-79.1% |
| Participation rate | 81.0% | 80.1%+0.9pp | 77.2%+3.7pp | 80.1%+0.8pp |
| Annual return | 1114.31% | 151.09%+963.2pp | 101.46%+1012.8pp | 217.08%+897.2pp |
| Employer contribution / active EE | $2,539 | $4,899-48.2% | $4,238-40.1% | $4,299-40.9% |
| Participant deferral / active EE | $3,745 | $8,348-55.1% | $7,198-48.0% | $6,507-42.5% |
| Admin fee / account holder | $808 | $16,864-95.2% | $12,466-93.5% | $12,624-93.6% |