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 | $36,049 | $209,832-82.8% | $189,513-81.0% | $167,490-78.5% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 16.82% | 748.27%-731.4pp | 555.15%-538.3pp | 478.56%-461.7pp |
| Employer contribution / active EE | $2,879 | $6,914-58.4% | $6,162-53.3% | $4,837-40.5% |
| Participant deferral / active EE | $8,456 | $8,935-5.4% | $8,221+2.9% | $6,341+33.3% |
| Admin fee / account holder | $1,154 | $14,293-91.9% | $12,045-90.4% | $12,309-90.6% |