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 | $50,786 | $148,534-65.8% | $135,903-62.6% | $139,434-63.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 19.42% | 79.19%-59.8pp | 68.23%-48.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,344 | $5,243-74.4% | $4,856-72.3% | $4,751-71.7% |
| Participant deferral / active EE | $10,965 | $8,100+35.4% | $7,758+41.3% | $6,710+63.4% |
| Admin fee / account holder | $899 | $12,400-92.8% | $10,762-91.6% | $11,403-92.1% |