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 | $37,955 | $175,202-78.3% | $149,673-74.6% | $139,434-72.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 27.74% | 166.71%-139.0pp | 134.42%-106.7pp | 372.94%-345.2pp |
| Employer contribution / active EE | $2,379 | $5,474-56.5% | $4,818-50.6% | $4,751-49.9% |
| Participant deferral / active EE | $7,499 | $6,519+15.0% | $5,680+32.0% | $6,710+11.8% |
| Admin fee / account holder | $329 | $16,150-98.0% | $13,210-97.5% | $11,403-97.1% |