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 6-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 | $40,342 | $125,758-67.9% | $169,993-76.3% | $75,163-46.3% |
| Participation rate | 75.3% | 83.6%-8.3pp | 87.0%-11.7pp | 67.2%+8.1pp |
| Annual return | 30.06% | 27.20%+2.9pp | 53.37%-23.3pp | 160.62%-130.6pp |
| Employer contribution / active EE | $3,770 | $4,615-18.3% | $6,785-44.4% | $2,670+41.2% |
| Participant deferral / active EE | $14,198 | $6,837+107.7% | $10,408+36.4% | $4,125+244.2% |
| Admin fee / account holder | $2,054 | $8,173-74.9% | $12,815-84.0% | $5,651-63.7% |