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 | $44,791 | $209,411-78.6% | $178,490-74.9% | $158,922-71.8% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 6.62% | 188.75%-182.1pp | 151.07%-144.4pp | 302.83%-296.2pp |
| Employer contribution / active EE | $1,254 | $5,706-78.0% | $5,011-75.0% | $4,761-73.7% |
| Participant deferral / active EE | $8,021 | $5,954+34.7% | $5,202+54.2% | $5,982+34.1% |
| Admin fee / account holder | $368 | $17,074-97.8% | $13,984-97.4% | $11,246-96.7% |