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 | $32,770 | $202,432-83.8% | $169,368-80.7% | $139,434-76.5% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 19.05% | 531.74%-512.7pp | 405.60%-386.6pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,374 | $4,692-70.7% | $4,013-65.8% | $4,751-71.1% |
| Participant deferral / active EE | $5,203 | $6,938-25.0% | $6,221-16.4% | $6,710-22.5% |
| Admin fee / account holder | $1,431 | $10,708-86.6% | $9,003-84.1% | $11,403-87.4% |