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 | $55,080 | $214,378-74.3% | $200,582-72.5% | $142,382-61.3% |
| Participation rate | 84.2% | 87.4%-3.2pp | 86.9%-2.7pp | 80.1%+4.1pp |
| Annual return | 21.85% | 46.41%-24.6pp | 42.33%-20.5pp | 217.08%-195.2pp |
| Employer contribution / active EE | $5,751 | $6,841-15.9% | $6,419-10.4% | $4,299+33.8% |
| Participant deferral / active EE | $10,495 | $9,865+6.4% | $9,331+12.5% | $6,507+61.3% |
| Admin fee / account holder | $1,136 | $17,692-93.6% | $16,305-93.0% | $12,624-91.0% |