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 | $32,138 | $176,056-81.7% | $159,436-79.8% | $167,490-80.8% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 2161.01% | 331.75%+1829.3pp | 263.57%+1897.4pp | 478.56%+1682.5pp |
| Employer contribution / active EE | $2,548 | $5,297-51.9% | $4,829-47.2% | $4,837-47.3% |
| Participant deferral / active EE | $9,445 | $7,750+21.9% | $7,352+28.5% | $6,341+48.9% |
| Admin fee / account holder | $1,754 | $12,554-86.0% | $10,799-83.8% | $12,309-85.7% |