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 | $56,818 | $209,411-72.9% | $178,490-68.2% | $158,922-64.2% |
| Participation rate | 73.3% | 86.3%-13.0pp | 81.9%-8.6pp | 82.0%-8.6pp |
| Annual return | 33.38% | 188.75%-155.4pp | 151.07%-117.7pp | 302.83%-269.4pp |
| Employer contribution / active EE | $2,188 | $5,706-61.7% | $5,011-56.3% | $4,761-54.0% |
| Participant deferral / active EE | $4,623 | $5,954-22.3% | $5,202-11.1% | $5,982-22.7% |
| Admin fee / account holder | $827 | $17,074-95.2% | $13,984-94.1% | $11,246-92.6% |