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 | $100,988 | $228,332-55.8% | $185,823-45.7% | $158,922-36.5% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 12.12% | 40.80%-28.7pp | 35.95%-23.8pp | 302.83%-290.7pp |
| Employer contribution / active EE | $2,733 | $4,967-45.0% | $4,087-33.1% | $4,761-42.6% |
| Participant deferral / active EE | $13,476 | $6,415+110.1% | $5,632+139.3% | $5,982+125.3% |
| Admin fee / account holder | $616 | $11,864-94.8% | $9,500-93.5% | $11,246-94.5% |