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 | $53,418 | $175,202-69.5% | $149,673-64.3% | $139,434-61.7% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 31.50% | 166.71%-135.2pp | 134.42%-102.9pp | 372.94%-341.4pp |
| Employer contribution / active EE | $2,519 | $5,474-54.0% | $4,818-47.7% | $4,751-47.0% |
| Participant deferral / active EE | $9,162 | $6,519+40.6% | $5,680+61.3% | $6,710+36.5% |
| Admin fee / account holder | $5,762 | $16,150-64.3% | $13,210-56.4% | $11,403-49.5% |