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 | $51,972 | $176,377-70.5% | $134,143-61.3% | $158,922-67.3% |
| Participation rate | 84.6% | 78.7%+5.9pp | 72.2%+12.4pp | 82.0%+2.7pp |
| Annual return | 20.27% | 63.63%-43.4pp | 36.33%-16.1pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,716 | $5,040-65.9% | $3,704-53.7% | $4,761-64.0% |
| Participant deferral / active EE | $1,768 | $4,091-56.8% | $3,499-49.5% | $5,982-70.5% |
| Admin fee / account holder | $780 | $8,718-91.1% | $6,684-88.3% | $11,246-93.1% |