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 | $35,754 | $176,056-79.7% | $159,436-77.6% | $167,490-78.7% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 22.97% | 331.75%-308.8pp | 263.57%-240.6pp | 478.56%-455.6pp |
| Employer contribution / active EE | $3,051 | $5,297-42.4% | $4,829-36.8% | $4,837-36.9% |
| Participant deferral / active EE | $10,459 | $7,750+34.9% | $7,352+42.3% | $6,341+64.9% |
| Admin fee / account holder | $998 | $12,554-92.1% | $10,799-90.8% | $12,309-91.9% |