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 | $31,341 | $155,788-79.9% | $124,672-74.9% | $167,490-81.3% |
| Participation rate | 71.4% | 81.1%-9.7pp | 74.6%-3.2pp | 82.1%-10.7pp |
| Annual return | 19.37% | 17.97%+1.4pp | 5142.93%-5123.6pp | 478.56%-459.2pp |
| Employer contribution / active EE | $3,058 | $4,163-26.5% | $3,324-8.0% | $4,837-36.8% |
| Participant deferral / active EE | $4,814 | $5,673-15.1% | $4,614+4.3% | $6,341-24.1% |
| Admin fee / account holder | $463 | $9,531-95.1% | $7,493-93.8% | $12,309-96.2% |