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 | $30,241 | $117,841-74.3% | $102,423-70.5% | $145,922-79.3% |
| Participation rate | 77.3% | 78.6%-1.3pp | 76.5%+0.8pp | 80.3%-3.0pp |
| Annual return | 19.63% | 31.65%-12.0pp | 29.32%-9.7pp | 561.29%-541.7pp |
| Employer contribution / active EE | $6,306 | $3,615+74.5% | $3,023+108.6% | $4,660+35.3% |
| Participant deferral / active EE | $2,581 | $5,731-55.0% | $5,053-48.9% | $6,688-61.4% |
| Admin fee / account holder | $1,444 | $13,326-89.2% | $9,451-84.7% | $13,397-89.2% |