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 | $43,976 | $210,648-79.1% | $177,989-75.3% | $145,922-69.9% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 15.75% | 385.86%-370.1pp | 294.48%-278.7pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,462 | $4,565-68.0% | $3,949-63.0% | $4,660-68.6% |
| Participant deferral / active EE | $4,581 | $6,958-34.2% | $6,276-27.0% | $6,688-31.5% |
| Admin fee / account holder | $324 | $12,013-97.3% | $10,363-96.9% | $13,397-97.6% |