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 3-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 | $39,785 | $180,749-78.0% | $160,784-75.3% | $137,256-71.0% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 20.27% | 2234.46%-2214.2pp | 1803.92%-1783.7pp | 220.34%-200.1pp |
| Employer contribution / active EE | $524 | $4,155-87.4% | $3,733-86.0% | $4,156-87.4% |
| Participant deferral / active EE | $9,548 | $6,844+39.5% | $6,293+51.7% | $6,407+49.0% |
| Admin fee / account holder | $603 | $10,397-94.2% | $9,717-93.8% | $12,270-95.1% |