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 | $30,202 | $176,056-82.8% | $159,436-81.1% | $167,490-82.0% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 11.63% | 331.75%-320.1pp | 263.57%-251.9pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,686 | $5,297-68.2% | $4,829-65.1% | $4,837-65.1% |
| Participant deferral / active EE | $6,200 | $7,750-20.0% | $7,352-15.7% | $6,341-2.2% |
| Admin fee / account holder | $11,662 | $12,554-7.1% | $10,799+8.0% | $12,309-5.3% |