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 6-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 | $49,968 | $202,432-75.3% | $169,368-70.5% | $139,434-64.2% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 16.92% | 531.74%-514.8pp | 405.60%-388.7pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,330 | $4,692-50.3% | $4,013-41.9% | $4,751-51.0% |
| Participant deferral / active EE | $1,714 | $6,938-75.3% | $6,221-72.4% | $6,710-74.5% |
| Admin fee / account holder | $2,416 | $10,708-77.4% | $9,003-73.2% | $11,403-78.8% |