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 | $48,390 | $202,432-76.1% | $169,368-71.4% | $139,434-65.3% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.1%+0.6pp | 80.3%-2.5pp |
| Annual return | 17.86% | 531.74%-513.9pp | 405.60%-387.7pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,970 | $4,692-36.7% | $4,013-26.0% | $4,751-37.5% |
| Participant deferral / active EE | $4,998 | $6,938-28.0% | $6,221-19.7% | $6,710-25.5% |
| Admin fee / account holder | $2,427 | $10,708-77.3% | $9,003-73.0% | $11,403-78.7% |