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 | $39,838 | $202,432-80.3% | $169,368-76.5% | $139,434-71.4% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.1%+0.6pp | 80.3%-2.5pp |
| Annual return | 22.05% | 531.74%-509.7pp | 405.60%-383.6pp | 372.94%-350.9pp |
| Employer contribution / active EE | $3,244 | $4,692-30.9% | $4,013-19.2% | $4,751-31.7% |
| Participant deferral / active EE | $6,488 | $6,938-6.5% | $6,221+4.3% | $6,710-3.3% |
| Admin fee / account holder | $3,795 | $10,708-64.6% | $9,003-57.8% | $11,403-66.7% |