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 | $54,008 | $177,572-69.6% | $154,803-65.1% | $142,382-62.1% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.1%+16.7pp | 80.1%+14.6pp |
| Annual return | 18.95% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,190 | $4,810-75.3% | $4,305-72.3% | $4,299-72.3% |
| Participant deferral / active EE | $4,741 | $6,272-24.4% | $5,540-14.4% | $6,507-27.1% |
| Admin fee / account holder | $722 | $16,786-95.7% | $14,329-95.0% | $12,624-94.3% |