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 | $51,249 | $108,919-52.9% | $100,391-48.9% | $145,922-64.9% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 11.42% | 57.88%-46.5pp | 49.20%-37.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,263 | $4,419-71.4% | $3,942-68.0% | $4,660-72.9% |
| Participant deferral / active EE | $5,200 | $8,445-38.4% | $8,082-35.7% | $6,688-22.2% |
| Admin fee / account holder | $2,407 | $9,689-75.2% | $7,899-69.5% | $13,397-82.0% |