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 | $29,611 | $226,064-86.9% | $182,532-83.8% | $152,861-80.6% |
| Participation rate | 76.9% | 82.5%-5.5pp | 78.0%-1.1pp | 82.4%-5.5pp |
| Annual return | 25.68% | 192.51%-166.8pp | 148.54%-122.9pp | 345.32%-319.6pp |
| Employer contribution / active EE | $2,253 | $4,978-54.8% | $4,076-44.7% | $4,762-52.7% |
| Participant deferral / active EE | $3,613 | $6,368-43.3% | $5,524-34.6% | $5,850-38.2% |
| Admin fee / account holder | $16,835 | $10,703+57.3% | $8,592+95.9% | $11,596+45.2% |