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 | $89,429 | $159,901-44.1% | $146,958-39.1% | $145,922-38.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 17.38% | 98.13%-80.8pp | 418.34%-401.0pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,355 | $5,286-74.4% | $4,933-72.5% | $4,660-70.9% |
| Participant deferral / active EE | $10,491 | $8,428+24.5% | $8,070+30.0% | $6,688+56.9% |
| Admin fee / account holder | $524 | $15,044-96.5% | $12,998-96.0% | $13,397-96.1% |