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 | $46,787 | $176,056-73.4% | $159,436-70.7% | $167,490-72.1% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 21.15% | 331.75%-310.6pp | 263.57%-242.4pp | 478.56%-457.4pp |
| Employer contribution / active EE | $2,006 | $5,297-62.1% | $4,829-58.5% | $4,837-58.5% |
| Participant deferral / active EE | $9,708 | $7,750+25.3% | $7,352+32.0% | $6,341+53.1% |
| Admin fee / account holder | $494 | $12,554-96.1% | $10,799-95.4% | $12,309-96.0% |