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 | $50,269 | $171,865-70.8% | $149,718-66.4% | $147,584-65.9% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 20.65% | 2113.22%-2092.6pp | 1501.63%-1481.0pp | 578.55%-557.9pp |
| Employer contribution / active EE | $1,815 | $6,275-71.1% | $5,445-66.7% | $4,876-62.8% |
| Participant deferral / active EE | $3,936 | $7,271-45.9% | $6,569-40.1% | $5,439-27.6% |
| Admin fee / account holder | $7,456 | $13,799-46.0% | $11,283-33.9% | $10,885-31.5% |