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 7-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 | $33,911 | $176,056-80.7% | $159,436-78.7% | $167,490-79.8% |
| Participation rate | 82.4% | 84.9%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 15.92% | 331.75%-315.8pp | 263.57%-247.7pp | 478.56%-462.6pp |
| Employer contribution / active EE | $3,485 | $5,297-34.2% | $4,829-27.8% | $4,837-28.0% |
| Participant deferral / active EE | $4,964 | $7,750-35.9% | $7,352-32.5% | $6,341-21.7% |
| Admin fee / account holder | $1,385 | $12,554-89.0% | $10,799-87.2% | $12,309-88.8% |