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 | $33,846 | $176,056-80.8% | $159,436-78.8% | $167,490-79.8% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 17.33% | 331.75%-314.4pp | 263.57%-246.2pp | 478.56%-461.2pp |
| Employer contribution / active EE | $2,179 | $5,297-58.9% | $4,829-54.9% | $4,837-55.0% |
| Participant deferral / active EE | $8,364 | $7,750+7.9% | $7,352+13.8% | $6,341+31.9% |
| Admin fee / account holder | $5,206 | $12,554-58.5% | $10,799-51.8% | $12,309-57.7% |