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 | $61,456 | $176,056-65.1% | $159,436-61.5% | $167,490-63.3% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 15.11% | 331.75%-316.6pp | 263.57%-248.5pp | 478.56%-463.4pp |
| Employer contribution / active EE | $2,170 | $5,297-59.0% | $4,829-55.1% | $4,837-55.1% |
| Participant deferral / active EE | $10,003 | $7,750+29.1% | $7,352+36.0% | $6,341+57.7% |
| Admin fee / account holder | $873 | $12,554-93.0% | $10,799-91.9% | $12,309-92.9% |