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 | $40,365 | $176,056-77.1% | $159,436-74.7% | $167,490-75.9% |
| Participation rate | 76.5% | 84.9%-8.5pp | 82.8%-6.4pp | 82.1%-5.6pp |
| Annual return | 56.24% | 331.75%-275.5pp | 263.57%-207.3pp | 478.56%-422.3pp |
| Employer contribution / active EE | $3,470 | $5,297-34.5% | $4,829-28.2% | $4,837-28.3% |
| Participant deferral / active EE | $7,413 | $7,750-4.4% | $7,352+0.8% | $6,341+16.9% |
| Admin fee / account holder | $1,265 | $12,554-89.9% | $10,799-88.3% | $12,309-89.7% |