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 | $48,817 | $175,202-72.1% | $149,673-67.4% | $139,434-65.0% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.7pp |
| Annual return | 23.62% | 166.71%-143.1pp | 134.42%-110.8pp | 372.94%-349.3pp |
| Employer contribution / active EE | $3,150 | $5,474-42.5% | $4,818-34.6% | $4,751-33.7% |
| Participant deferral / active EE | $7,197 | $6,519+10.4% | $5,680+26.7% | $6,710+7.3% |
| Admin fee / account holder | $487 | $16,150-97.0% | $13,210-96.3% | $11,403-95.7% |