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 | $41,604 | $159,602-73.9% | $150,045-72.3% | $142,382-70.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 32.44% | 70.24%-37.8pp | 62.55%-30.1pp | 217.08%-184.6pp |
| Employer contribution / active EE | $2,517 | $4,961-49.3% | $4,693-46.4% | $4,299-41.4% |
| Participant deferral / active EE | $10,121 | $8,310+21.8% | $7,997+26.6% | $6,507+55.5% |
| Admin fee / account holder | $2,130 | $14,846-85.7% | $13,435-84.1% | $12,624-83.1% |