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 | $38,295 | $180,028-78.7% | $138,135-72.3% | $158,922-75.9% |
| Participation rate | 75.0% | 82.2%-7.2pp | 78.7%-3.7pp | 82.0%-7.0pp |
| Annual return | 14.91% | 21.68%-6.8pp | 20.51%-5.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,875 | $7,470-61.5% | $5,587-48.5% | $4,761-39.6% |
| Participant deferral / active EE | $6,973 | $7,717-9.6% | $6,431+8.4% | $5,982+16.6% |
| Admin fee / account holder | $1,664 | $17,912-90.7% | $11,856-86.0% | $11,246-85.2% |