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 9-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 | $79,753 | $183,963-56.6% | $162,163-50.8% | $152,861-47.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 20.71% | 150.76%-130.1pp | 115.59%-94.9pp | 345.32%-324.6pp |
| Employer contribution / active EE | $3,466 | $6,371-45.6% | $5,614-38.3% | $4,762-27.2% |
| Participant deferral / active EE | $7,599 | $8,034-5.4% | $7,298+4.1% | $5,850+29.9% |
| Admin fee / account holder | $885 | $13,121-93.3% | $10,843-91.8% | $11,596-92.4% |