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 | $50,351 | $166,020-69.7% | $164,866-69.5% | $145,959-65.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 21.02% | 100.08%-79.1pp | 69.97%-48.9pp | 561.95%-540.9pp |
| Employer contribution / active EE | $2,373 | $5,275-55.0% | $4,343-45.4% | $4,661-49.1% |
| Participant deferral / active EE | $6,590 | $6,961-5.3% | $6,033+9.2% | $6,689-1.5% |
| Admin fee / account holder | $345 | $16,644-97.9% | $12,689-97.3% | $13,398-97.4% |