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 | $40,025 | $183,963-78.2% | $162,163-75.3% | $152,861-73.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 20.26% | 150.76%-130.5pp | 115.59%-95.3pp | 345.32%-325.1pp |
| Employer contribution / active EE | $3,052 | $6,371-52.1% | $5,614-45.6% | $4,762-35.9% |
| Participant deferral / active EE | $5,956 | $8,034-25.9% | $7,298-18.4% | $5,850+1.8% |
| Admin fee / account holder | $9,169 | $13,121-30.1% | $10,843-15.4% | $11,596-20.9% |