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 | $48,480 | $115,770-58.1% | $101,248-52.1% | $158,922-69.5% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 25.37% | 56.14%-30.8pp | 46.47%-21.1pp | 302.83%-277.5pp |
| Employer contribution / active EE | $1,564 | $4,175-62.5% | $3,660-57.3% | $4,761-67.2% |
| Participant deferral / active EE | $8,276 | $4,957+66.9% | $4,370+89.4% | $5,982+38.3% |
| Admin fee / account holder | $691 | $7,245-90.5% | $5,945-88.4% | $11,246-93.9% |