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 | $55,909 | $183,519-69.5% | $155,509-64.0% | $145,922-61.7% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 11.86% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,235 | $5,313-39.1% | $4,672-30.8% | $4,660-30.6% |
| Participant deferral / active EE | $7,438 | $6,462+15.1% | $5,626+32.2% | $6,688+11.2% |
| Admin fee / account holder | $10,253 | $19,313-46.9% | $15,912-35.6% | $13,397-23.5% |