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 | $51,048 | $183,519-72.2% | $155,509-67.2% | $145,922-65.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 13.74% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,139 | $5,313-59.7% | $4,672-54.2% | $4,660-54.1% |
| Participant deferral / active EE | $5,492 | $6,462-15.0% | $5,626-2.4% | $6,688-17.9% |
| Admin fee / account holder | $1,014 | $19,313-94.7% | $15,912-93.6% | $13,397-92.4% |