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 9-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 | $45,189 | $209,336-78.4% | $197,124-77.1% | $137,256-67.1% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 16.81% | 48.09%-31.3pp | 44.34%-27.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,934 | $6,591-70.7% | $6,227-68.9% | $4,156-53.5% |
| Participant deferral / active EE | $4,274 | $9,614-55.5% | $9,135-53.2% | $6,407-33.3% |
| Admin fee / account holder | $464 | $17,308-97.3% | $16,298-97.2% | $12,270-96.2% |