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 | $32,168 | $176,056-81.7% | $159,436-79.8% | $167,490-80.8% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 28.03% | 331.75%-303.7pp | 263.57%-235.5pp | 478.56%-450.5pp |
| Employer contribution / active EE | $6,741 | $5,297+27.3% | $4,829+39.6% | $4,837+39.3% |
| Participant deferral / active EE | $3,245 | $7,750-58.1% | $7,352-55.9% | $6,341-48.8% |
| Admin fee / account holder | $750 | $12,554-94.0% | $10,799-93.1% | $12,309-93.9% |