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 | $19,956 | $183,519-89.1% | $155,509-87.2% | $145,922-86.3% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 10.96% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,391 | $5,313-55.0% | $4,672-48.8% | $4,660-48.7% |
| Participant deferral / active EE | $1,869 | $6,462-71.1% | $5,626-66.8% | $6,688-72.1% |
| Admin fee / account holder | $1,167 | $19,313-94.0% | $15,912-92.7% | $13,397-91.3% |