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 9-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 | $49,310 | $197,591-75.0% | $177,821-72.3% | $158,922-69.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 21.89% | 58.76%-36.9pp | 48.32%-26.4pp | 302.83%-280.9pp |
| Employer contribution / active EE | $2,930 | $6,697-56.3% | $5,918-50.5% | $4,761-38.5% |
| Participant deferral / active EE | $7,624 | $8,405-9.3% | $7,714-1.2% | $5,982+27.4% |
| Admin fee / account holder | $908 | $15,399-94.1% | $12,427-92.7% | $11,246-91.9% |