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 | $39,399 | $175,202-77.5% | $149,673-73.7% | $139,434-71.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 20.19% | 166.71%-146.5pp | 134.42%-114.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $4,305 | $5,474-21.4% | $4,818-10.6% | $4,751-9.4% |
| Participant deferral / active EE | $10,884 | $6,519+67.0% | $5,680+91.6% | $6,710+62.2% |
| Admin fee / account holder | $384 | $16,150-97.6% | $13,210-97.1% | $11,403-96.6% |