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 | $46,368 | $209,411-77.9% | $178,490-74.0% | $158,922-70.8% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 18.71% | 188.75%-170.0pp | 151.07%-132.4pp | 302.83%-284.1pp |
| Employer contribution / active EE | $10,107 | $5,706+77.1% | $5,011+101.7% | $4,761+112.3% |
| Participant deferral / active EE | $5,980 | $5,954+0.4% | $5,202+15.0% | $5,9820% |
| Admin fee / account holder | $1,131 | $17,074-93.4% | $13,984-91.9% | $11,246-89.9% |